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Technology Stocks : Dell Technologies Inc.

DELL 134.20

-1.3%

9:31 AM EST

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To: John Koligman who wrote (175919)	6/1/2007 11:31:36 PM
From: JGoren	Read Replies (1) of 176387

Is Dell's turnaround already priced into shares? Stock up 25% since March; analysts beginning to worry about valuation By Rex Crum, MarketWatch Last Update: 4:02 PM ET 6/1/07 SAN FRANCISCO (MarketWatch) -- The good news for Dell Inc. investors is that if they bought their shares on Jan. 31 -- the day founder Michael Dell reclaimed the company's CEO spot -- they have watched their investment rise by more than 14%. The bad news? The sharp rise in market value has come ahead of any evidence that the turnaround plan sparked by Dell's return has yielded any long-term results. At least, that was the sentiment echoed Friday by two major brokers who removed their buy ratings from Dell's (DELL) shares following the company's latest earnings report. Analysts from Merrill Lynch and Morgan Stanley both noted Dell's strong quarter, but they sounded concerns that the share price has begun outpacing the turnaround at the world's second-largest computer maker. "The stock price now discounts a significant portion of the business model improvement we anticipate," Merrill Lynch analyst Richard Farmer wrote in a note to clients. "The risk is some [business] drivers are not sustainable." [rest of the article available at:] quotes.freerealtime.com{396C1561-1134-4914-A022-10F965481DF7}

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