Dell, Inc. (DELL)

Westfall27 (93.47) Submitted: 10/03/06 8:52 PM

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Agreed. Dell has a solid balance sheet, lots of cash, and a secure & growing stream of future revenue. Dell is worth ~$40/share, IMO

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astrodogind (94.11) Submitted: 10/14/06 4:09 PM

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Dell's growth has slowed dramatically, recently. They seem to be having serious problems getting their new AMD based systems to market, and at this point, they might be too late. The biggest problem with tech is how quickly fortunes can change. Dell's past few investor conference calls are a good example.

That being said, they're a solid company. For me, they get filed as "barely underperform", because I think the whole sector, with some minor exceptions will head down for a bit.

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clanza875 (36.35) Submitted: 10/17/06 11:32 AM

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Dell has gone from being one of the greatest growth stories of our time to a fairly decent value play. Setting the growth rate to an extremely conservative inflation rate of 3%, I get an intrinsic value of about 61B. Compare that to the 53B market cap and you have about a 15% undervalued stock. Of course that doesnt take into account the competition which could eat away at them but I doubt it.

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zino2000 (63.50) Submitted: 11/15/06 11:41 PM

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you guys/gals are missing the point... Dell was great when operation only mattered, that is when they were selling square boxes. Now the computing market has shifted to laptops...Dell laptops are the most boring laptops around when compared to HP, Apple and others... Until they show that they can design a product, their slide will continue... they will underperform until then,

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Mumon (75.69) Submitted: 11/16/06 4:43 PM

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My customer service experience with Dell was much less than satisfying overall.

I'm not buying another, and I think others have had this experience too.

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jnifer4 (91.45) Submitted: 1/06/07 1:38 PM

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I think that Dell is still a good growth company right now. Their numbers one their balance sheets are still good and they are still able to find ways to make the computer we bought three years ago obsolete.

Dell has recognized that the days of excessive CPU speed growth have come to a close, so they have started focusing on the next best way to speed things up and that is to focus on multiple CPU processors for a multi threaded environment.

Another thing that I have noticed is that DELL is good at getting big companies to buy their goods. I am a software engineer and have worked at some of the big names in software development companies and they had DELL computers for their engineers to work on. (When a company has an estimated 150,000 employees, that is a lot of computers.) To top it off, my company offers group discounts to employees with various companies and DELL is on this list, so that gives a lot of people incentive to buy a DELL computer for home.

A third point I have is that seven years ago it was significantly cheaper for the technically savvy to build their own computer. A few months ago, I decided I finally needed to update mine to a newer model, so I priced out the parts only to find that the price to build my own was not much better than just buying it. With the extra incentive of having a group DELL discount available, guess whom I bought it from? ;-)

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Matt8265 (92.20) Submitted: 5/13/07 10:46 AM

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A Dell, Gateway and Apple Collaboration?

One can see that selling units at BBY hurts computer manufactures as the Best Buy cut goes into the meat of profitability. Dell has recently suggested that Direct Sales are not gospel with speculation that Dell may buy Radio Shack which I think is a farce.

Recent comments by Coleman, Gateway’s CEO, suggests that he thinks it was a possible mistake for Gateway to sell it’s retail stores. Apple does sell at retail but has to bear 100% of the cost.

I wouldn’t be shocked to see a collaboration between at least Dell and Gateway ( and maybe with Apple ) to join forces against Big Box Stores that are eating their profits. I could also see that combining more than one brand could be very desirable to the consumer by offering a complete line up of Dell, Gateway, Emachines and possible Apple. In addition, America seems to be returning to a “ Buy American “ theme as many Americans are losing their jobs to overseas companies.

Don’t be shocked if you see this happen or a combination thereof. Consumers like retail purchasing and computer makers are fed up with Big Box cuts.

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cncleo (< 20) Submitted: 5/26/07 4:30 PM

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Reputation - Reputation -
I agree. Dell's customer service reputation has gone downhill faster than a speed skier. Word of mouth, stories of poor service abound. I hold Dell stock and am hedging my bet to keep it while I still have made a little profit.
I owned one Dell computer, purchased when they still had a good reputation. Hard drive went south in three years just as the warranty expired, and I won't have another one.
Maybe I'm short-sighted but I don't see how sales at Walmart are going to polish a tarnished reputation.
C.

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FoolvsStreet (92.77) Submitted: 6/11/07 4:57 PM

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Motorla had pretty good financials too but the 1000 days guy managed to finish them off.

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dbil2000 (84.89) Submitted: 6/15/07 12:14 PM

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Dell is also losing market share to HP on all fronts. Customer satisfaction is also going down. Underperdorm.

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RugbyViking13 (61.38) Submitted: 6/29/07 3:21 PM

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"Dell's balance sheet looks pretty darn good." - What balance sheet? the fake earning announcement?

In light of the fact that DELL has not actually filled it's 10Q and received a notice of delisting from the NASDAQ on June 14th, why are investors buying this stock? Maybe I am naive but how does massive layoffs and an accounting scandal add up to a good investment. It makes no sense to me at all.

Dell is no better an investment than a non-reporting pinksheet at this point. Only idiots and insiders invest in pinks. Idiots always get screwed. Do not be stupid, don't give this company a dime until they comply with listing regulations.

People invest on your advice. Do Not be irresponsible.

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4dell (< 20) Submitted: 7/15/07 1:38 PM

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I invested in Dell this year--made some money---(though I rated it underperform) by staying in while it slowly gained sloughing off scads of criticism. When the delisting was threatened and Dell arrogantly asked for an extension which--to date-- has not been granted beyond this coming Monday I took my profits ---Brazilian stocks have done so much better than any money in Dell. BAK does better in a month or two than Dell in the past 6--GOL is just now at the right price for a 25% gain in the next 4-5 months and so on.

If Dell offers a reasonable explanation for the delay in filing--"investigating" isnt one of them--I may reinvest as it has good business products and is expanding into global more heavily. Even when totally revamped "Dell Financial" and "Dell Consumer Services" are two black eyes that will take months-not weeks--to disappear. The current scenario is too risky when there are other alternatives fo investment dollars.

I can watch next week without my gut churning.

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