Dell (DELL)

Re: DELL (DELL)

Postby winston » Fri Nov 20, 2009 1:42 pm

Are u excited about a company that's growing at only 10% a year ?

UPDATE 1-Dell bets on corporate spending for recovery

* Comfortable with current industry growth forecast - exec
* Expects PC demand pick up following Windows 7 launch ( I dont think so )
* Says revenue in Asia to resume growth in near future (Adds details, quotes)

By Kelvin Soh SINGAPORE, Nov 20 (Reuters) - Dell , the world's No.3 PC brand, said on Friday that its core business of selling computers to companies was returning, after a sharp drop-off during the global downturn led to disappointing quarterly results.

Dell's commercial business has traditionally made up the bulk of its revenue, and is an area where it continues to hold some advantage over recent upstarts such as Acer <2353.TW> of Taiwan.

"A lot of the recovery this time has been in the consumer sector, so it's not surprising to see Dell's recovery is a bit slower," Steve Felice, president of Dell's small and medium business, told reporters during a telephone conference.

Earlier, Dell announced that its third-quarter net profit plunged 54 percent from a year earlier on lower-than-expected sales as it lost market share to competitors amid a wider price war in the sector. [ID:nN19191886] Felice said he was comfortable with market forecasts for PC shipments in 2010, and said the company would be working to outpace the market.

"We know how these figures were derived, and we're comfortable with the way IDC sees the world going," Felice said.

Research firm IDC says PC shipments are likely to climb above 9 percent to nearly 310 million units in 2010 from this year, and an additional 13 percent in 2011 from 2010.

Asia would continue to drive much of the company's growth, Felice said, with revenue likely to return to positive growth in the near future. He declined to give details.

Much of this growth came from emerging markets such as China, where Dell said it saw its revenue grow by about 20 percent in the third quarter from the preceding three months.

Demand for computers also picked up following Microsoft's launch of its new Windows 7 operating system on Oct. 22, but the bulk of demand is likely to come from companies looking to upgrade their aging PC systems.

"Windows 7 will have some positive effects on overall PC demand, but the larger effect will come from the older base," Felice said.

Other rivals, such as Lenovo <0992.HK> and Acer, have also been similarly upbeat on the effect of Windows 7 on PC sales, betting that the new operating system will spur commercial demand for computers.

Dell shares tumbled 6 percent following the weak results, which stood in contrast to larger rival HP's market-beating preliminary earnings this same week.

Source: Reuters
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Re: DELL (DELL)

Postby helios » Sat Nov 21, 2009 11:29 pm

Anyone is trading Dell?

Gap down - nicely. Probably, wait for confirmation.

Do you see it < 13?
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Re: DELL (DELL)

Postby winston » Sun Nov 22, 2009 7:43 am

They Just Don't Get Dell! by Marek Fuchs

TheStreet.com's media critic, slams recent coverage of Dell.

http://www.thestreet.com/video/10630059 ... 1802041001
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Re: DELL (DELL)

Postby helios » Sun Nov 22, 2009 8:18 am

i'll wait for more updates on Dell ...

The current price is still high, given the fact that, tech stocks have risen quite a fair bit since March too.

An ideal price would be < 10.
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Re: DELL (DELL)

Postby winston » Sun Nov 22, 2009 8:21 am

I would be very very careful if I'm shorting a well run company, that has a good brand, in a hot industry
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Re: DELL (DELL)

Postby kennynah » Mon Nov 23, 2009 3:18 am

Dell's quarterly earnings was released last week... i recall, figures were not good...
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Re: DELL (DELL)

Postby millionairemind » Fri Jun 04, 2010 10:46 am

Jun 4, 2010
Dell may go private
SAN FRANCISCO - Dell Inc's chief executive said on Thursday he has considered taking the company he founded private, but said the transformation of the personal computer maker is still incomplete.

In response to a question at the Sanford C. Bernstein investor conference, Michael Dell said he considered taking Dell private but declined to comment when asked what would make him think about the possibility more seriously. A Dell spokesman also declined to comment further.

According to data compiled by Thomson Reuters, Dell is the largest single shareholder in his namesake company, with an 11.6 per cent stake.

Michael Dell famously founded the company in 1984 while a student at the University of Texas. Dell, which went public in 1988, pioneered a unique business model by selling PCs directly to customers.

After a period of huge growth that culminated in the company's claiming the title of world's biggest PC maker, Dell has struggled over the past few years. It has fallen to No. 3 in the global rankings on a unit basis and lost market share to Hewlett-Packard Co and Acer Inc. Dell stepped down as CEO in 2004 but returned to the post in 2007.

The company has been shedding jobs and cutting costs as it focuses on profitability over growth. Dell has been moving to diversify its business away from its core of low-margin PCs and into businesses such as IT services. PCs still account for roughly half of the company's revenue. -- REUTERS
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Re: DELL (DELL)

Postby iam802 » Thu Mar 31, 2011 3:59 pm

Have you guys seen the ugly Dell device available at Starhub?

And here, we have a DELL exec that claims that iPad wil not win in the entreprise market.

My checks shows that companies are adopting AAPL (iPhone, iPad). Financial institutes have even developed trading platforms for the iPad.

And here we have Dell, who really can't make up their mind and decide to put 1 leg in Android and the other in Windows.

If you can't make it right with 1, spreading it across 2 platforms will not make it better.

-----
Apple iPad Will Fail, Says Dell Exec

http://www.minyanville.com/dailyfeed/ap ... from=yahoo


...

"Apple is great if you've got a lot of money and live on an island. It's not so great if you have to exist in a diverse, open, connected enterprise; simple things become quite complex." Adding, "[Apple has] done a really nice job, they've got a great product, but the challenge they've got is that already Android is outpacing them."

Yes, Android has eclipsed Apple in one area: smartphones. But as for tablets, that's an entirely different story.

The Motorola Xoom -- the highest profile Android tablet to date to take on the iPad -- had the momentum and the marketing to have a sizable start, but not enough to maintain it. Ultimately, the high cost and reportedly buggy software prevented it from taking much of a chunk out of iPad's market share.

But in a niche market like tablet computers, Apple owns that industry for the moment -- lock, stock, and barrel. Its smartphone throne may have been usurped, but like the MP3 player market, Apple will hold a healthy lead in tablet computers for the foreseeable future.

Lark -- whose company is teaming up with Android and Windows Phone 7 for upcoming tablets -- backs up his pessimistic view of the iPad with some dubious numbers.


...
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Re: Dell (DELL)

Postby iam802 » Wed Feb 22, 2012 1:19 pm

Dell Misses Estimates Amid Sluggish PC Sales

http://www.bloomberg.com/news/2012-02-2 ... emand.html
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Re: Dell (DELL)

Postby iam802 » Wed Mar 14, 2012 4:56 pm

---
Dell to Acquire SonicWall to Expand Network-Security Tools

http://www.bloomberg.com/news/2012-03-1 ... pment.html
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