third quarter

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

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

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

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

Michael Dell said today he expects sales of Microsoft's Surface to be "relatively small."

The Dell founder and chief executive commented on Microsoft's upcoming tablet during the PC maker's second-quarter earnings conference call this afternoon.

"I think there's an understanding of the number of units that they're likely to sell is a relatively small percentage. Maybe in the 1 [percent] to 2 percent range of total PC units during next year," Michael Dell said in response to analyst's question.

CFO Brian Gladden also had something to say. "[About] Microsoft … Read more

Nvidia's emergence as a leading player in both the Android and Windows 8 tablet markets was driven home today when the chip supplier's CEO discussed second-quarter results in an earnings conference call.

Revenue rose to $1.04 billion from $1.01 billion in the company's second quarter of last year. Analysts had forecast revenue of $1 billion.

Net income was $119 million, or 19 cents a share, below the $151.6 million, or 25 cents a share, recorded in the same period last year. But that exceeded analyst estimates of 14 cents a share on sales of $… Read more

Enough about the iPad 3 already. The first iPad to come in a smaller size is due for production in the third quarter, an Asia-based report says.

Apple is likely to begin production of a 7.85-inch iPad in the third quarter of this year, Taipei-based DigiTimes said, citing sources, in a story dated Thursday.

And the price? It could go as low as $249-$299, the report said.

Before Apple goes that low, though, an 8GB iPad 2 priced below $400 is expected on March 7, when the company also announces the iPad 3.

The 7.85-inch iPad report … Read more

Nvidia has lowered revenue expectations for the period ending January 29, citing the hard disk drive shortage in Thailand.

Revenue for the fourth quarter is expected to be lower than the company's previous outlook provided with its financial results for the third quarter ended October 30, 2011, the company said this afternoon.

Revenue is now expected to be $950 million, plus or minus 1 percent, compared with original expectations of $1.066 billion, plus or minus 2 percent, provided on November 10, 2011.

"The global disk-drive shortage caused by the flooding in Thailand had more impact on the … Read more

Hard disk drive supplier Seagate Technology provided a financial update today, reiterating that demand for HDD units will exceed supply in 2012 in the wake of flooding last year in Thailand.

Seagate updated its financial outlook for fiscal second quarter 2012 on Wednesday afternoon, stating it shipped approximately 47 million disk drives, which included approximately 700,000 Samsung disk drives.

Revenue is expected to be between $3.1 billion and $3.2 billion, the company said. Analysts had projected revenue of $2.79 billion on average, according to Bloomberg. Seagate completed the acquisition of Samsung's hard disk drive business … Read more