schaut euch diese Nachricht mal an:
...Analysts surveyed by Thomson Financial/First Call expected earnings of 16 cents a share on revenue of $7.86 billion. On May 3, Dell repeated its expectation that it would earn 16 cents a share. Also at that time, Dell said revenue might be around $7.9 billion, a decline of only 2 percent sequentially, instead of the originally targeted drop of 3 to 5 percent.
The first quarter of the year is typically a weaker quarter when compared with the fourth quarter, which gets a boost from holiday spending. During the fourth quarter, Dell earned $456 million, or 17 cents a share, on revenue of $8.1 billion.
For the second quarter, Dell expects to earn 18 cents a share, with better operating margins, on revenue of $8.2 billion. On average, analysts had expected second-quarter earnings of 17 cents a share and revenue of $8 billion...
Zwei Sachen fallen auf, erstens hat Dell im April/Mai noch einen besonderen Gewinnschub bekommen, deshalb auch wohl die 18 cent fuers naechste quarter.
Zweitens agiert das Unternehmen effizienter, kann hoehere Gewinne aus gleichen Umsaetzen erzielen. Dell ist sehr defensiv in seinen Aussagen, die erhobene Gewinnprogonose fuers naechste Quarter basieren auf dem status quo, also wird eine eventuelle Konjunkturbelebung kaum beachtet.