Dell, Inc. (NASDAQ:DELL)

As an IT guy buying desktops and servers, it is still hard to find better value for the $$ than Dell offers. Their moves into the virtual hardware market should improve their market share.

It is extremely undervalued based on free cash flow after adjusting for the company's net cash position.

Wrong hardware @ wrong time.

Dell has been boring for techies. It looks like they are trying to jump into the front of the battle. Laptop you can carry around and an upcoming tablet. It looks like their year will look good. Then we'll see how well they can hold such a place.

I was a Dell customer a few years back. The company did a great job of locking up institutional purchases, which strengthened it and raised its profile. But I was scared away to HP by Dell's sub optimal quality, general boringness, and its horrible, horrible customer service. To this day, when I want to slam bad customer service, I say to a friend "it was as bad as Dell." They made you wait for hours to even talk to a human being and would force you to repeat all the tests you had already done. When I first talked to an HP representative, it took 5 min or less to speak to him, and less than 20 min to have the problem pinpointed and authorization to deal with the problem. Now I do think their offerings are improving, and Alienware was a good acquisition. But their customer care remains horrendous and that will prevent more customer loyalty from developing. When Dell changes that, if it continues to improve its product offerings, it will take off.

Looks very cheap, and there is consistently high ROIC year after year. I have the real value of Dell at around $28 / share. Earnings quality looks outstanding as well.

Pc are so cheap now and getting cheaper. I really don't see any growth. This is a company stuck in the early to mid 2000s with a bad hair cut and a leather jacket on. Dude, whats new,,,not much

Pairing with other strong communication systems this stock will surge over the next yeat to become the leader in number of carriers.

Positive:
- Low PE, good net margins, lots of cash
- Solid management since Michael Dell is back in charge
- They try to reduce low margin business, invest in RD and expand beyond the PC with first sucesses just becoming visible

Negative:
- Price went nowhere during last 2 years
- Cylical company, might suffer if recession continues

Category: MRVL-

Do we really even need Dell anymore? Apple is taking over because their products are more reliable,quality and better software. Dell's stock will keep falling as earnings keep getting smaller

Great for consumers the PC market and a declining Laptop price !

superior customer service versus HP in the P.C. industry.

S&P 5 star, no dividend

Dell almost seems like an irrelevant company today - it used to be that everyone I knew bought nothing but Dell laptops, but those days are long gone, and tablets and Apple devices are all the rage now. No wonder the stock is priced like its practically going out of business. But the fundamentals actually still look pretty good - the ROE and ROI remain high. Net of cash, this may be the cheapest retail tech stock around. If they can bring up the margins by just a bit, this stock may begin to get more respect.

Here's a simple illustration. Trailing 12-month operating earnings are $4.5 billion. For fiscal 2007 (basically calendar 2006), total operating earnings were $3.1 billion, yet the stock price hovered in the mid-20's. The market was wrong then, and its wrong now. Dell's current operating margin of 7.3% is far above its historical 5.5% average - a huge difference on a $60 billion dollar revenue base. And with the firm's new focus on services, software, and data center products, higher margins should be sustainable. Dell has a great balance sheet and generates voluminous free cash flows. The company also stands to benefit from the uncertainty around Hewlett-Packard's (HPQ) PC unit.

Dell right now is low on revenue as there is no demand for products. However, dell has to come up with attractive ways for which customers can buy Dell products. Now with other computer Co's like HP going out, Dell has to come up with more of small products or some amazing information or R&D.

Recent Upgrade,low PE and clean break above thr 200 ma.

These guys are more competent than you think.

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