CDWC: CDW Growth Now Solid
Our earnings preview for CDW Corp (CDWC) said “14.6% sales growth doable given Berbee acquisition.” They did it and then some. CDW Reports First Quarter Results: Financial News: Total sales in the...
View ArticleCDWC: CDW Accelerates Off of Solid Growth
When CDW Corp. (CDWC) announced earnings for the first quarter, we described the results as solid. The 8.0% growth was above average for the computer-related industries though below the “double-digit”...
View ArticleHPQ: Are Hewlett Packard’s Customers Channel Surfing?
When computer reseller CDW Corp. (CDWC) recently reported a blowout quarter, we said: Even excluding the acquisition, CDW posted those double-digit sales gains. CDW is a major reseller of Hewlett...
View ArticleThree Views On Vista
With earnings season nearly over, we can revisit an earlier question. Namely, what’s going on with Microsoft’s (MSFT - Annual Report) Vista rollout. It was supposed to usher in a tech renaissance, but...
View ArticleCDWC: Buyout Talk Lifts CDW Stock, But Where to From Here?
When CDW Corp. (CDWC) announced earnings for the first quarter, I described the results as solid. The 8.0% growth was above average for the computer-related industries though below the “double-digit”...
View ArticleCDWC: CDW Buyout For Real
Yesterday, when the CDW buyout talks were still just a rumor, I said “with the stock now trading with a 19x FY2008 P/E multiple and a 12x EV/trailing EBITDA, I wonder how much more a buyer would be...
View ArticleCDWC: CDW Reports Strong Sales from Corporate and Government Sectors
CDW Corporation (CDWC), a leading provider of technology products and services to business, government and education, announced average daily sales for May 2007 increased of 25.8 percent compared to...
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CDWC: CDW Results Suggest Businesses May Be Opening the Spending Taps
Earlier today I said “Other signs are pointing to the consumer slowdown extending beyond just housing-related stores. The consumer was the last leg in the economy’s stool, so businesses had better take...
View ArticleThe Week Ahead – 21 July 2007
The Economic Calendar is quiet in the early part of this week but there are important reports at the end of the week. On Thursday is the Durable Goods report, for which the consensus estimates a 2.0%...
View ArticleIM: Ingram Micro Reports and the Tech Spending Outlook Remains Fuzzy
Ingram Micro Inc. (NYSE: IM), the world’s largest technology distributor, announced financial results for the second quarter, which ended June 30, 2007. Worldwide sales for the quarter were $8.19...
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