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       Sector: Technology  >  Industry: Electronic Instr. & Controls
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ARW: Bull or Bear? From:    SocialPicks  |  Blogsphere  |  All

From the Blogosphere

Goldman Raises IT Hardware Projections
N/A
<>Street estimates are low for numerous IT hardware vendors, contends Goldman Sachs IT hardware analyst team, which this morning put out a note raising estimates for 18 companies including Dell (DELL), Apple (AAPL), IBM (IBM) and Seagate (STX). The analysts believe the hardware firms have moved “beyond stabilization” in their business to the prospect of revenue and earnings growth. The firm raised its revenue growth estimate for 2010 from 5.5%, on average, to 6%, which is in line with the Street average estimate, but on a higher base of revenue than most analysts are looking for, projecting $<><><><><><><><><><>< /><>< /><>< /><>< /><>< />< />...
By  Eric Savitz (Barron's)    10/05/09 Comment


Arrow Buys Back Debt
Arrow Electronics (ARW) recently agreed to sell its $300 million aggregate principal 6% notes due Apr 1, 2020.
By  Zacks.com   (-12.96%  risk: moderate)  09/30/09 Comment


Arrow Buys Back Debt
28%
Arrow Electronics (ARW) recently agreed to sell its $300 million aggregate principal 6% notes due Apr 1, 2020.
By  reity   (-33.88%  risk: aggressive)  09/30/09 Comment


Goldman Turns Bullish On Hardware; Upgrades Dell, Seagate; Downgrades Western Digital, IBM
N/A

Goldman Sachs analyst David Bailey late Thursday raised his stance on the hardware sector to Attractive from Neutral, “shifting toward a more offensive stance” on his stock ratings.

<>“Up to this point, we have been cautious on enterprise demand based on our checks and deteriorating macro conditions,” he writes in a research note. “But now, we think downward estimate revisions are mostly behind us (down 35% since the peak in August 2008), and we see greater upside than downside to estimates into the seasonally stronger second half of the year and in 2010.” That factor, combined with a 25% <><><><><><><><><><><><><><><><><><><><><><><><><><><><>< /><>< /><>< /><>< /><>< />< />...
By  Eric Savitz (Barron's)    07/10/09 Comment


Arrow Electronics Trims Rev, EPS Outlook For FY Q2
N/A

Arrow Electronics (ARW) this morning trimmed its outlook for its fiscal second quarter ended July 4.

The electronics distribution company now sees revenue of $3.05 billion to $3.65 billion and profits of 26-31 cents. The previous guidance had been for $3.15 billion to $3.75 billion, with profits of 26-38 cents.

<>Arrow said that “the ongoing macroeconomic crisis, principally in the European components business, continues to negatively impact operating performance.” The company added that global enterprise computing solutions sales in the last few weeks of June, which it says typically account f<><><>< /><>< /><>< /><>< /><>< />< />...
By  Eric Savitz (Barron's)    06/03/09 Comment



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