Chris Whitmore

Hewlett-Packard will report its quarterly earnings today after the close of regular trading in New York, and there's a lot riding on what its senior executives, especially CEO Meg Whitman, will have to say.

The consensus among Wall Street analysts calls for HP to report sales of $29.92 billion and a per-share profit of 91 cents. And, for the most part, analysts are expecting HP's results to be in line with expectations, if maybe a little light on sales.

One possible curveball, however, is Europe. Given HP's exposure

Probably the last thing you'd expect from Hewlett-Packard and Dell right now is a set of positive quarterly results, but that's exactly what Deutsche Bank analyst Chris Whitmore is expecting from the two companies when they report quarterly results next week. (Dell reports Wednesday; HP on Thursday.)

Is Whitmore just seeing the world through some rose-tinted shades? After all, consider the state of the industry - PC sales are suffering generally from a prolonged case of iPad envy among the consumer set, the ongoing shortage of hard drives brought on by the flooding

Demand for Apple's new iPhone 4S appears to be unwavering both at home and abroad.

When the device became available for pre-order last Friday in Hong Kong, it sold out within 10 minutes. And in the States, retail inventories are reportedly being depleted almost as quickly as Apple can replenish them.

Deutsche Bank's Chris Whitmore says a great majority of Apple's U.S. stores are running out of of the 4S on a daily basis. "Our retail checks reveal Apple is experiencing daily stock outs at 85 to 90 percent

Apple will win customers away from 4G Android phones by offering the iPhone 4S at a lower cost but still manage to rake in hefty profit margins. At least, that's the take of Deutsche Bank analyst Chris Whitmore. In an investors note released Sunday, Whitmore compared the prices of the iPhone with those of several Droid phones. Though the monthly fees for each phone are comparable and depend on the carrier, the upfront cost for the iPhone is lower, which Whitmore believes will lure in

The influence of Apples iPad on mobile computing is made fairly obvious by the huge numbers of competitor products that weve seen from just about every mobile and computer company under the sun, but a new report from Deutsche Bank makes it even more apparent. Analyst Chris Whitmore reviewed notebook sales in recent years, up to the second quarter of 2011, and found that, when included, the iPad has boosted Apple beyond all laptop makers. Without iPad sales included, Apple ranks last out of the top six global notebook manufacturers in terms of sales.

Especially if you throw in iPad sales, as yet another Wall Street analyst has done

If you look closely at the chart, taken from a note to clients issued Monday by Deutsche Bank's Chris Whitmore, you'll see that it has two entries for the second quarter of 2011.

Both show notebook computer sales as reported by the six largest vendors. The difference -- which Whitmore has highlighted with an orange circle -- is that the second includes iPad sales and the first doesn't.

Most analysts don't consider tablet computers real computers

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