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Provider of products and services worldwide that enable customers to build their information technology and Internet infrastructures; offers a range of enterprise systems, client systems, printing and imaging systems, software and peripherals.
View All Commentary (DELL)
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TMFBreakerDave (99.12) Submitted: 7/27/06 8:23 PM : Start Price: $21.50 DELL Score: 1.11
The stock is down 50% over the past year vs. a flat S&P 500. This is an evergreen type of stock; in my parlance, that's one that you should tend to add to as it drops. Look at that balance sheet -- despite the selloff, DELL remains financially very strong. On a personal level, I'm a long-time Dell customer who's waiting to buy my next Dell or two until Windows Vista comes out. How about you? I think there are a lot of people like me, and the delay has hurt Dell. But that dynamic will go away within 8 months. I also don't think Michael D. is going to sit back passively through another loss of $50 billion of market cap, and increased Dell focus on DELL is good for all of us. As I called Merck to bounce back in the face of negative sentiment, that's my feeling about DELL now, too.
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JTShideler (96.67) Submitted: 9/02/06 11:28 AM
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If were lucky we may even see a share buyback from the company like Michael Dell did in June. 3 Million shares at 23, is a 70 million dollar vote of confidence from the managment. Good companies always rebound and I think Dell will correct the mistakes it made in the past, and Mr. Market will fall in love with this stock again.
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BadassMFer (< 20) Submitted: 9/28/06 7:13 PM
For every one of you who is awaiting an upgrade and anticipating the same service as received in 2003 there are 10 of me. I am one who will never buy from Dell again because their service now borders on being criminally negligent. They tried to convince me that I paid full price for a Trial Version of a software. This was just one of maybe 6 or 7 serious issues including defective products (printer AND monitor).It may take a while but the market will always flush out those who disdain their customers. Always.
FoolishLav (42.73) Submitted: 10/02/06 10:51 PM
Aside from Michael Dell coming back and doing a Steve Jobs number for DELL, cash horde or no, I don't think that there is much more blood to squeeze out of this turnip, in terms of growth from here.The next 4-8 years belong to AAPL as they blaze the trail to a new consumer electronics paradigm (they have a plan, sneaky guys! Rule Breakers? Why not?!).Then DELL can try to squeeze blood out of that new turnip, if they are still interested...
FoolishLav (42.73) Submitted: 11/16/06 5:13 PM
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I guess that, after today's news of formal investigation of DELL by the SEC, and the second postponed earnings report in a row, and following a scheduled meeting with analysts that was cancelled at the last moment, I'd have to add to the above view that it is time to RUN AWAY from this company. There may be something very rotten in Roundrock. With so little upside, as metioned earlier, and new reason for downside I'd move any money here to AAPL or HP.
TMFBreakerDave (99.12) Submitted: 11/22/06 1:00 PM
FoolishLav, your note came less than 7 days before a 10% jump for the stock following reporting of third-quarter earnings! ;) http://boards.fool.com/Message.asp?mid=24851908
FoolishLav (42.73) Submitted: 2/01/07 5:25 PM
Hi, Dave.It's been awhile since our earlier posts, but, do you trust the veracity of that third quarter report, for one, and do you really believe that DELL can return to any appreciable growth rate, long term?DELL/Dell are much in the news today; a lot of questions about DELL/Dell's place in the computing hardware world, i.e. not the price leader, not the innovation leader.Now that Vista is out, maybe, if you have not already bought that new Dell, you might want to by a new MacBook Pro on which you can run Vista AND Mac OS X at the same time. In addition, when all else fails, you can amuse the kids, and office personnel, by making goofy faces into the built-in camera and "photo booth" application (like I do! :-)Lastly, I offer you this free stock tip:SELL all that DELL, and put the funds into AAPL shares. I bet that you will be very glad that you did.Apple, Inc.=Rule BreakerBest regards,Lav
TMFBreakerDave (99.12) Submitted: 8/29/08 1:56 AM
That was a fine call, indeed. Congrats. I no longer have any real feel for Dell. I'm all Mac these days. The pick is up over the timeframe I gave, so I'll cash out a winner, neither bullish or bearish about this stock going forward.
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