Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Fundamental Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (1983)	7/19/2012 11:51:15 PM
From: NikhilJog	1 Recommendation Respond to of 4719

yea i believe at 12 a share it is a compelling buy. he is saying 5yrs, but dell is already more than 50% service. so i think you will see stuff getting priced into the stock in late 2013. Plus they said they are not gonna paid div. but they are. Also, they are talking about software moving the needle. Software does not include other services they are already providing. they have been changing their business mix over the last 3 yrs. he turned around IBM - so he is an expert. With the kind of FCF these guys have, i think 1/2yrs from today, people might regret now owing this company. And i am kinda long term investor. Those are my initial thoughts.