Revenue worries for bellwethers

Despite cheerful earnings reports, Dell and Hewlett-Packard each have reason to worry about future revenue growth. The fast-growing Dell is suffering a bit of a slowdown--even though it continues to outpace rival manufacturers--as evidenced by last quarter's $200 million shortfall in revenue expectations. Meanwhile, much of HP's "upside surprise" stemmed from cost-cutting rather than growth.

Dell shares tumble on sales concerns update Dell Computer shares tumble in early trading despite matching profit estimates and announcing another stock split. HP dips despite earnings surprise update Shares of Hewlett-Packard edge lower in early trading despite yesterday posting better-than-expected earnings on $11.9 billion in revenues. Dell earnings could show signs of a slowdown Analysts raise questions about the future, predicting that Dell will not continue to grow at its meteoric rate.