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

To: stockman_scott who wrote (176122)	8/29/2008 1:43:27 AM
From: Sr K	Respond to of 176387

The AH trading, down 10%, was idiocy. It looks to me like they packaged EMEA services for a better tax cash flow result, and didn't want to talk about it. They said the 2-3 cents shift was cash flow neutral and all the deferral will be recognized later. Add back the $18 m litigation expense (was that for exploding batteries?) and that's another cent. Listen or read Michael's comments at the beginning of the cc, or just look at CFO for ttm of ~$1.61. To me it's a good report. They bought back 60 m shares for $1.4B or $23.33/share in the quarter. If they think $23.33 is a good price, then 1.1 times that or 25.57 would be a fair price and near-term target. - I was interested in the comments on DFS. This was a JV with CIT, I believe. And Dell may have taken it over. Here's from seekingalpha.com half-way down: Interested because it may present the reality of "subprime", at least in this portfolio. Benjamin Reitzes - Lehman Brothers Okay, and then Brian, just you’ve been on board now for at least a few months and any progress on the DFS assessment and anything that you might want to talk about what you are looking at? That portfolio has close to 20% sub-prime receivables. I was wondering if there’s just any comment on whether we can expect a write-down there, given the environment? Brian T. Gladden We don’t expect any write-down. We feel like we are adequately reserved. We are watching it closely. We are in the midst of a strategic assessment. As we’ve said, we’ll be ready to talk about something there during the third quarter and that’s still on track.

To: stockman_scott who wrote (176122)	8/29/2008 1:41:51 PM
From: TigerPaw	Respond to of 176387

Yesterday Dell also debuted a line of laptops, called Vostro, aimed at smaller companies in developing countries. The machines are cheaper because they include free software and less technology. Dell made so many interlocking agreements with Intel and Microsoft that they are very slow at adapting to any model that doesn't include them. Dell gave up much in house expertise by outsourcing design. Now the suppliers have the upper hand because Dell can't just decide to be expert again, that kind of synergy has to grow within the company. TP

To: stockman_scott who wrote (176122)	9/5/2008 10:29:04 AM
From: TigerPaw	Read Replies (1) \| Respond to of 176387

Dell (DELL) is getting more serious about trimming costs and is exploring plans to sell its PC manufacturing plants, according to a news report Friday. Once the leader in the low-inventory, built-to-order model for producing PCs, Dell is now relying more on contract PC makers. As part of that shift, Dell is trying to sell some or all of its manufacturing facilities, according to a report in The Wall Street Journal. The newspaper, citing anonymous sources, says Dell is looking to sell most or all of its factories within 18 months. techland.blogs.for tune.cnn.com/2008/09/05/dell-looks-to-sell-factories-worldwide/ Dell is becoming like Best Buy, only without any stores. TP