Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of electronics design and manufacturing specialist Flextronics International
So what: The company just reported second-quarter adjusted earnings of $0.22 per share on $8 billion in sales, beating analyst projections on the revenue line by about $300 million. Next-quarter sales guidance came in a bit light, which has toppled many a technologist, but all is forgiven thanks to an optimistic margins picture.
Now what: You may have heard that the PC industry is dying based on reports and business plans from Dell
Interested in more information about Flextronics International? Add it to My Watchlist.
Fool contributor Anders Bylund holds no position in any of the companies discussed here. Motley Fool newsletter services have recommended buying shares of Dell. Try any of our Foolish newsletter services free for 30 days. Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. You can check out Anders' holdings and a concise bio, follow him on Twitter or Google+, or peruse our Foolish disclosure policy.