Dell, Inc. (DELL)
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.
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Bad reputations prosper in the digital age, and they're easier to get than get rid of. Dell offers some good deals and configurations, but most consumers won't have the tech savvy to recognize this. Instead, they'll look elsewhere because of the support horror stories.
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Growth just isn't there
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Dell no longer has any competitive advantage. An appropriate P/E multiple for Dell would be in the six to eight range. Dell could be a Buy in the $6 to $7 per share range.
Conclusion: SELL
Kahuna, CFA
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Predict it will improve, but less than the rate at which the market recovers. In a market of technology elitism I think Dell's not quite there anymore.
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Long hard fall in commodity computer production will end with DELL underperforming in 2010. 2011 recovery, maybe.
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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 ?
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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.
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Dell is in a tricky spot.
You're seeing more Dell servers in the enterprise space due to their price/value in comparison to IBM/HP/SUN, but you're not really seeing Dell in homes, or people running out to buy Dell laptops.
For what it's worth you can get a great Lenovo laptop, a cool looking HP Laptop, a solid Toshiba or Sony, and the trendy Macbook.
Dell seems like it it is behind everyone in the personal computing space, people have a choice of different machines for different personailties with every vendor, and Dell seems to just be offering the same hohum equipment.
Also, does Dell really need to be in an oversaturated smart phone market? Their PDA's were heavily overlooked, and when you buy their LCD monitors, you only get a deal on the crappy ones, with the price of the high quality LCD's you might as well go to a Sony, Samsung, or LG.
Dell is going to hold on for a while, but eventually someone is going to buy Dell so they can get a foot hold in the low end server market, and then scrap all the bloat that people don't buy anymore. Acer maybe?
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I dont know what happened to Dell but the quality of their products has been steadily deteriorating for years.
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Sales market are falling. Dell is not a good option right now. Sell Dell
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http://www.valuecruncher.com/companies/350
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Dear Dell,
Make a PC that will last more than 2 years without slowing to the speed of Yertle the Turtle.
8-12 dollar stock at BEST.
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I didn't like the double top we just had here @$12, so I've decided to pick this one as a short. It could go down as far as $2.50 from here.
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Dell is under tremendous pressure while demand is low. Wait until market improves.
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I think Dell is backed into a corner and in trouble. If you read around you will see that their average selling prices are getting hacked. They have no chance to compete against Apple unless they do something drastic. No amount of cost cutting will help them at this price in my opinion.
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Unfortunately Dell is unable to keep up with the market. Notebooks are not comparable in price to others available in mass production. Customization is great if you can afford it.
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If a majority of their corporate customers are like my employer, sales this year will be down from prior years as a result of staff reductions and / or reduced hiring. In addition, many are also Cisco customers so the entry of Cisco into the server market will put further downward pressure on sales. Unless Dell uses some of their cash to make effective acquisitions, I think earnings are going to be less than current predictions in the next year or so.
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Consumers will move towards cheaper or refurbished laptops decreasing profit margin.
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Plagued by declining margins and volume

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