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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Sig who wrote (175174)	9/12/2005 9:33:03 AM
From: kaka	Read Replies (1) \| Respond to of 176387

Good morning Sig, Dell shares look appetizing - Barron's Sun Sep 11, 2005 7:11 PM ET NEW YORK (Reuters) - Shares of Dell Inc. (DELL.O: Quote, Profile, Research) are at "appetizingly depressed levels" after Wall Street "seriously overreacted" to its recent quarterly figures, financial publication Barron's said in its Sept 12 edition. Barron's said pessimism about Dell, the largest PC maker, has gone too far, with the shares having gone "nowhere for the past five years." It said the stock could climb more than 30 percent. Despite a recent slip, the company still has an excellent strategy for personal computers and has been pushing forcefully into new regions and new products, the publication said. In August, Dell forecast quarterly revenue below market expectations on weakness in U.S. government sales and low-priced consumer PCs, which put pressure on its shares. Barron's cited analyst Ted Moore, who advises portfolio managers in the private banking group of National City, based in Cleveland, as thinking a recent drop in Dell's stock represents a big buying opportunity. The stock could well head to $50, Moore said. Dell closed on Friday at $34.65. Barron's said projected sales and earnings forecasts by analysts over the next three years demand a "higher market valuation than Dell is now accorded." It said the stock could head "at least to the mid-40s, and quite possibly to the 50 mentioned by analyst Ted Moore."

To: Sig who wrote (175174)	9/13/2005 7:17:23 AM
From: Dan3	Read Replies (1) \| Respond to of 176387

Re: Back to school sales, HPQ faltering Back to school sales are pretty much over and very much last month's news. HPQ is doing better than it has in a long, long, time. The only really surprising thing that has happened recently is that Sun's much vaunted new Galaxy didn't turn out to be a 32-way IBM POWER killer - it's a new dual core server costing less than $1K aimed squarely at Dell. I'm not sure what Dell has to go against a dual core server with high end management features and tier one support that's less than $1K. Dell's server business has been getting squeezed at the top by HP, lately. Now they're getting attacked at the bottom by Sun. That's one I don't think any one saw coming. Sun is claiming a base 50% price/performance advantage over Dell and offering "trade up" incentives over that: Trade in any qualified Dell server and get a 20% trade-up allowance off the list price on eligible new Sun Fire X4100 and X4200 servers with 3-year support services. That's a potential savings of up to $1,900 on new entry level Sun servers that have 1.5 times the performance of Xeon-based Dell servers.* Sun Fire X4100 and X4200 servers also offer up to 56% savings in power and cooling costs per year over comparable Dell servers.** Sun Savings Example [not based on the entry level model]: Trade in a Dell PowerEdge 2850 for 50% better performing Sun Fire X4200 with 2 X AMD Opteron Model 254 processors, 4 x 2GB PC3200 DDR-400 Memory, 2 x 73GB 10K RPM SAS drives, and receive 20% off the list price of the new Sun Fire X4200 - that's over $1,900 in instant savings. sun.com

To: Sig who wrote (175174)	9/19/2005 10:59:19 AM
From: John Koligman	Read Replies (1) \| Respond to of 176387

Sig, interesting tidbit. According to my screens, Dell's market cap is now in the neighborhood of 83.5B. HPQ's has moved to 81.3B as the stock has gone from 16 in June of '04 to it's current 29 level. Dell was trading at 35 in June of '04.... Where is 'Oldtrader' when we need him?? Perhaps he can talk down HPQ with another 'BUY DELL'! <ggg> Best regards, John PS - And that Intel! What a dog. I said a couple months back that it looked like it was rolling over. Too bad I didn't short the hell out of it then.... I see the AMD guys are placing bets on when AMD's price matches INTC....