Dell, Inc. (DELL)

Dell should benefit from any pick up in business hardware spend.

Dell's computer sales are skewed to businesses, which have lower debt, lots of cash, and the need to become more efficient. Dell will benefit from the software/hardware upgrade cycle. I think they'll generate 6.5% free cash flows to sales and grow around 12% over the next couple of years. This should provide satifactory returns for shareholders.

Looking at their revenues year by year, the price doesn't seem to reflect it. I have been a Dell customer since about 2003. They have excellent customer service and their website is very easy to navigate to order a new laptop. If you guys look at Amazon's stock price from 2003 to 2006, you can see that they have been declining. Good businesses always make a come back. I'm sure Dell will too.

Long hard fall in commodity computer production will end with DELL underperforming in 2010. 2011 recovery, maybe.

Dell has lost its magic touch -- the honeymoon with the direct sales model are over with all the competitors adopting the same -- Dell is now forced to adopt broader marketing and sales strategies to find growth opportunities ... Can it keep up its torrid growth pace of its earlier days remains a big question ?

alot of people have computers,and there are better programs now than their used to be.

B16.30T40.25

Michael Dell is in charge again.

Solid company and Perot will open new markets and streams. If the management is strong, the stock can double in the next 3 years from the current ($15) levels. the stock is not expensive at current levels even without Perot.

A lot of new and good ideas[aquisitions] and diversification will cause this stock to regain market share and be a leader in the very near future.

make up soon. ^^

Outperform! Don't say stocker08 didn't tell you. I'm a pro.

Perot!!! :-)

The Asian markets are picking up and so is the silver lining on the American recovery visibile on the horizon which will increase spending in the hardware.

With the intro of Windows 7, companies that did not jump on Vista will go for Windows 7 and thereby upgrade their assets

This account goes contrarian to major free media to track who's right. This Forbes article entitled "Feeling Bullish about Dell" writes a paragraph. It discusses puts and quotes an analyst that DELL shares will go as high as $17 by October 15. This pick will end October 15.

goog eps report on 8/27/09

Huge hardware supplier to corporate america and government. Has tons of contracts that put Dell computers in almost every office in america. Dell and HP will be the lone giants in the PC market.

This is part of the mobile internet index that Cramer is touting I looked and figured what the hay its worth a shot to see if they grow they way he thinks they will. His thesis is that the mobile internet while be as big a game changer as the original internet was. Being a CTO I do not think it will be that big a movement but it will provide enough growth for his index to work just not be the huge bust out he thinks it will be. What your looking at is replacing every cell phone and laptop with a device that can connect to the internet at broadband speeds form just about anywhere in the US. The only problem I with his choice is that he left out HP and DELL and Lenovo the big laptop makers they will have a play and I am including them in my version of the index.