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DELL
Dell Inc.

5/22/2012, 12:44 PM ET
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DELL Market Currents more »
  • 12:10 AM Notable earnings after Tuesday's close: ADI, AVGO, CPWR, DELL, GES, PETM, PSS, QIHU, STV, TTWO [Earnings]
  • Monday 5:35 PM Notable earnings after Tuesday's close: ADI, AVGO, CPWR, DELL, GES, PETM, PSS, QIHU, STV, TTWO [Earnings]
  • Friday 6:52 PM As Microsoft (MSFT) and PC OEMs hope the fall release of Windows 8 systems featuring ARM-based (ARMH) processors will give their PC/tablet sales a lift, the OEMs are reportedly struggling to reach tablet price points they consider necessary to compete with the iPad (AAPL) and Kindle Fire (AMZN), due to Microsoft's insistence on a $90-$100 Windows license fee. Concerns also exist about the software compatibility issues facing ARM-based hardware. [Tech]
  • Thursday 3:52 PM According to a Morgan Stanley chart, H-P's (HPQ +0.2%) annual operating profit/employee stands at just $35K. That puts it behind most of its enterprise hardware peers, including top rivals IBM ($49K), DELL ($48K), and EMC ($67K), and goes a long way towards explaining the company's reported plans to cut 25K jobs. [Tech]
  • Thursday 12:58 PM Sterne Agee's Shaw Wu, who downgraded Dell (DELL -0.2%) in February following its FQ4 miss, is upgrading the company to Neutral ahead of Tuesday's FQ1 report. A low valuation (5x estimated calendar 2013 EPS ex-cash) is the main reason for the upgrade, though Wu is still worried about Dell's lack of growth, as well as its heavy PC exposure (70%-75% of sales) amidst tough competition (Apple on the high-end, Asian vendors on the low-end). [Tech, Quick Ideas]
DELL News more »
DELL Instablog posts more »
  • Barchart Morning Call 5/22
    Tue, May 22 Jim Van Meerten Comment!
  • Amazon To Competitors: Hey, You, Get Off Of My Cloud!
    Tue, May 8 Brad Prigmore Comment!
  • Which Is The Most Profitable Forex Expert Advisor?
    Wed, Apr 11 sngerge Comment!
  • Stock Of The Week: Key Takeaways From The Scary Research In Motion (RIMM) Earnings Report
    Fri, Mar 30 danielosborne Comment!
  • Apple (AAPL): Putting $558 Billion Into Perspective
    Mon, Mar 26 AssetInflation Comment!
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Company Description

Dell listens to customers and delivers innovative technology and services they trust and value. As a leading technology company, we offer a broad range of product categories, including mobility products, desktop PCs, software and peripherals, servers and networking, services, and storage.... More

Sector: Technology
Country: United States