Dell, Inc. (DELL)

ViolentCapital (97.75) Submitted: 11/24/2008 1:13:24 PM : Start Price: $9.48 DELL Score: +8.79

ok this is an iffy pick but a recent article in barron's said that its too early to call michael dell a savior well in my opinion increasing margins at a time when sales are contracting - makes michael dell a savior from the ceo of dell's past!once the world economies get up and running again i think we will find a dell that really once was - offering lowest cost pc's with higher margin add on products and such that made it into the worldwide behemoth it is today.a lot of people are worried about growth because of dell's inability to catch onto trends early enough. i say that trends in the computing industry happen at such a slow rate these days that that's not important anymore. there are also now options to everything that most often u find "new products" selling at 30% less in just a matter of 2-3 months.I think dell is making the right moves by cutting expenses and realizing that they are not a first mover in R&D and finding new trends - those were mistakes of the past (mp3 players).let others find their niche using R&D, leverage the dell brand and operations to replicate those popular products into legit products that reach a worldwide audience in corporate and retail markets.that sounds like a longer-term winning strategy to me!