quarterly

With Hewlett-Packard's stock price going south in a hurry, CEO Meg Whitman tried to advance the argument that HP's 'return to greatness' will based on great products.

"In terms of investments, we are very focused on product, product, product," said CEO Meg Whitman in today's earnings conference call, via a transcript provided by Seeking Alpha.

Whitman continued. "Great companies return to greatness on the basis of product."

She went on to cite products like its "Gen8" servers, Moonshot servers, and new lines of PCs, printers, and services.

Both Whitman and chief … Read more

Windows 8 got pummeled today by analysts, who cited it as a major factor in tepid PC growth.

The launch of a new Microsoft operating system rarely, if ever, goes smoothly. But Windows 8 is having an especially bumpy takeoff.

The first reason Deutsche Bank listed today for cutting its PC estimates this quarter was a "lackluster initial uptake of Windows 8," in a research note from analyst Chris Whitmore.

After citing the impact of amorphous factors like "macro weakness" and the "fiscal cliff," Whitmore continues.

After Dell reported lackluster earnings today, executives made a case for the company's Windows 8 tablets at businesses.

Dell's earnings fell sharply today, with net income in the quarter ended November 2 sinking 47 percent to $475 million compared with the $893 million reported in the same period last year. Revenue was off 11 percent.

So, what is Dell doing about it? Well, it's trying to transform itself into a supplier of IT services.

But before it can do that, it's still trying to sell lots of PCs -- and now Windows 8 tablets.

Those tablets … Read more

Lenovo expects the growing market for 7-inch tablets to compete with large-screen smartphones, not PCs.

During the company's second-quarter earnings conference call Thursday, Lenovo Chief Executive Yang Yuanqing said he had just read a report on Apple's iPad Mini and was encouraged about the trend in the tablet market.

"The market accepts the 7-inch [tablet] better than the 10-inch. That's a very strong signal, the tablet will not replace the traditional PC," he said during the conference call.

Yuanqing continued. "Probably, the tablet will compete with the large-screen smartphone rather than the PC," … Read more

Android commanded the worldwide smartphone market share in the third quarter, new data from research firm IDC has revealed.

With a whopping 75 percent of market share and more than 181 million smartphones shipped, Android's operating system is apparently just fine with most phone users. In a distant second place, Apple's iOS grabbed fewer than 15 percent of the world's market share.

"Android has been one of the primary growth engines of the smartphone market since it was launched in 2008," IDC Mobile Phones Research Manager Ramon Llamas said in a statement. "In every … Read more

South Korea's Samsung Electronics reported on Friday (local time) a record quarterly profit of $7.4 billion, crediting strong sales of its Galaxy line of smartphones and tablets with making up for weak chip demand.

The electronics giant said its third-quarter operating profit increased 91 percent to $7.39 billion, in line with guidance offered earlier this month. Revenue for the quarter ended September 30 was 52.18 trillion won ($47.5 billion), a 26 percent increase over the same period last year.

The company's Mobile Communications division accounted for half that figure, logging 26.25 trillion won ($… Read more

It's been a bad week for Intel.

The earnings warning today capped a week that began ominously when Apple sent out invites for an event -- widely expected to be the unveiling of the iPhone 5 -- that could bury Intel's biggest annual conference.

Call it bad luck, but the three-day Intel Developer Forum will peak on September 12, the same day of the big Apple event (which, by the way, CNET will be live-blogging).

And it's probably not a stretch to say that Apple's announcement will generate a mountain of news before, during, and after … Read more

Asus will peg pricing of some upcoming Windows 8 devices to Apple's new iPad, according to a report citing comments from President Jerry Shen.

The company will "use the price of Apple's new iPad as a reference" when pricing Windows 8 and Windows RT devices, Shen said during the company's second-quarter earnings conference call, according to a report in Digitimes.

The report did not specify what "reference" means exactly, i.e., whether, for example, an Asus Windows RT tablet would be priced to compete directly with the upcoming iPad or whether it would … Read more

Hewlett-Packard CEO Meg Whitman came out swinging in today's earnings conference call.

"We are under attack by very strong competitive pressures and we are going to respond," Whitman said when asked by an analyst about the PC business.

The company will respond with "two tablets, if you will, combined with laptops for the consumer space," according to Whitman.

This is in addition to the Windows 8 business tablet that HP has already discussed (see photo above).

She added that HP has "one of the best product lineups we've had in the PC business … Read more