2 Big Tech Stocks Generate Trading Attention After Earnings

Dell Inc. (NASDAQ:DELL) reported net income above Wall Street’s expectations for the third quarter. Net income for the personal computer company rose to $893 million (49 cents per share) vs. $822 million (42 cents per share) in the same quarter a year earlier. This marks a rise of 8.6% from the year earlier quarter. Revenue fell 0.2% to $15.37 billion from the year earlier quarter. DELL reported adjusted net income of 54 cents per share. By that measure, the company beat the mean estimate of 47 cents per share. It fell short of the average revenue estimate of $15.69 billion.

Competitors to Watch: Hewlett-Packard Company (NYSE:HPQ), Apple Inc. (NASDAQ:AAPL), Silicon Graphics Intl. Corp (NASDAQ:SGI), Super Micro Computer, Inc. (NASDAQ:SMCI), Intl. Business Machines Corp. (NYSE:IBM), Cray Inc. (NASDAQ:CRAY), EMC Corporation (NYSE:EMC), Microsoft Corporation (NASDAQ:MSFT), and Intel Corporation (NASDAQ:INTC).

Agilent Technologies Inc. (NYSE:A) reported its results for the fourth quarter. Net income for the scientific and technical instruments company fell to $289 million (82 cents per share) vs. $292 million (83 cents per share) a year earlier. This is a decline of 1% from the year earlier quarter. Revenue rose 9.6% to $1.73 billion from the year earlier quarter. A reported adjusted net income of 84 cents per share. By that measure, the company beat the mean estimate of 81 cents per share. Analysts were expecting revenue of $1.75 billion.

Bill Sullivan, Agilent president and CEO, said, “Our fourth quarter wrapped up a solid fiscal year 2011 as we delivered the best operating performance in our history.”

Competitors to Watch: LeCROY Corporation (NASDAQ:LCRY), Danaher Corporation (NYSE:DHR), Wireless Telecom Group, Inc. (AMEX:WTT), Thermo Fisher Scientific Inc. (NYSE:TMO), National Instruments Corp (NASDAQ:NATI), Life Technologies Corp. (NASDAQ:LIFE), JDS Uniphase Corporation (NASDAQ:JDSU), Spirent Communications Plc (SPMYY), PerkinElmer, Inc. (NYSE:PKI), and Aeroflex Holding Corp. (NYSE:ARX).

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