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Forums Stocks and Sectors High Technology Dell (DELL) Now?
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AUTHOR: robin RANK: Top Quartile Q: Top Quartile DATE: Feb 27, 2002
PAST RANK: 5Q: Top Quartile 5 times5Q: Top Quartile 5 timesQ: Top QuartileQ: Top Quartile
Dell has a reputation for commoditizing everything it touches: PCs, notebooks in the past and servers, handhelds next. Delldrives out competitors, pushing down margins to the point where only they can survive and make money. Is this going to drive their success? Or, will price gauging potentially erode their margins, as well?

AUTHOR: dblade RANK: Top Quartile Q: Top Quartile DATE: Feb 27, 2002
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Dell is quite possibly the best long term buy and hold tech
stock in the market. It repeatedly displays best practices
in business, technology, investing. Best positioning for future
exploitation of markets inside and outside US. Easily a long
term buy on weakness and hold for the future. I own it.
I have owned it. And I'll always buy it if it drops below
$20.00. I would consider a post recovery trading value some
where in the mid-$40 range.

AUTHOR: wildmap RANK: m100 M: m100 DATE: Feb 27, 2002
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I, too, can see DELL at $40, but then it would be a major short. Buy and hold Dell? Never. It's a 10%-15% grower (at best) and has a p/e of 40.

Trade Dell, yes. Long term invest in Dell, no way - far too expensive, until it falls to around $10, which I see in its not-too-distant future.

AUTHOR: machismo64 RANK: --- DATE: May 04, 2002
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Dell is on my shopping list, but it really hasn't gone on sale yet. I thought it was too expensive at 16 and change and think it is way too expensive in the mid twenties. I would be a buyer if the price was cut in half.

AUTHOR: auminer RANK: --- DATE: May 09, 2002
PAST RANK: Crown: m100 over 2 years5M: m100 for 5 months5M: m100 for 5 months5M: m100 for 5 monthsM: m100M: m1005T: Top Ranked 5 times5T: Top Ranked 5 times5T: Top Ranked 5 times5T: Top Ranked 5 times5T: Top Ranked 5 timesT: Top RankedQ: Top Quartile
Unfortunately, I agree that it's overpriced. I say "unfortunately", since my girlfriend owns several hundred shares that I can't seem to talk her into parting with. Her reasoning: "But I bought it at forty dollars. I'm going to wait until it goes back up."

  Ah, well... c'est la vie.

AUTHOR: rnutt RANK: Top Quartile Q: Top Quartile DATE: Aug 26, 2006
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    Daniel Gross argues that Dell should change it's business model.

http://www.slate.com/id/2147952

AUTHOR: apreuss RANK: --- DATE: Aug 26, 2006
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Dell NOW. As almost all stocks. Even housing? Housing I m not sure, but DEll..why not?

But wildmaps post still holds...I wouldnt want to be a long term investor in Dell.

But I love their computers. Simple, functional, robust. Like the company

I m rather lamenting about rave japanese quality. Where were the times you could blindly trust SNE, TM....? Now decadency abound, Western egoism is chipping away from Confutia..iism...nism..whatever.

Soon Japan will be down to the same morast we re living in...what a joy.

AUTHOR: rnutt RANK: Top Quartile Q: Top Quartile DATE: Aug 27, 2006
PAST RANK: 5Q: Top Quartile 5 times5Q: Top Quartile 5 timesQ: Top Quartile
    Is DELL a one trick?

http://news.yahoo.com/s/bw/20060825/bs_bw/b3999048;_ylt=AkNKRJ0vc6l6f_ylYvVrZoqBGLMF;_ylu=X3oDMTBjMHVqMTQ4BHNlYwN5bnN1YmNhdA--

AUTHOR: asalvador RANK: Top Return T: Top Ranked DATE: Feb 01, 2007
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Rollins left.

Mikey is back at the helm.

The stock should be back to 40 by November 17, 2007 :)

     
   

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