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| Author | Topic: Dell (DELL) |
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postman |
posted 02-14-2000 10:18 AM
 
I don't think Dell is any major bargain here, and their growth does seem to be slowing, but the stock is 25% below where it was a year ago, while most other tech stocks have doubled. I guess I'd say it's reasonably priced - not expensive, but not cheap either. |
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pokeboy |
posted 02-11-2000 01:53 PM
On the plus side, the dell.com site is now averaging $40 million per day in sales. No, that's not a typo: $40 million per DAY. Dell should also get a boost from Windows 2000 (although not as much as Microsoft will, of course). |
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postman |
posted 02-11-2000 10:27 AM
The numbers were in line with analyst expectations (which Dell had guided downward in January when constrained supply of chip parts resulted in lost sales). According to one report I read, Dell was trying to make it seem like they were reporting 16 cents EPS rather than the 15 cents analysts expected, but in the conference call they acknowledged that the difference was due to a one-time gain, so 15 cents is the more meaningful number. |
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techbull |
posted 02-11-2000 09:28 AM
Theory #1: When a tech giant (Dell, Intel, etc.) disappoints, it could have a domino effect on smaller tech companies. (this is unlikely) Theory #2: Investors in smaller tech stocks don't get much info about how their companies are doing, and so they look to the tech giants for clues. (this is more likely, but still misguided) Anyway, what does everyone think about Dell's report?
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InvestorGuide Daily Administrator |
posted 02-10-2000 06:46 PM
Dell reported $6.8 billion in revenue, barely beating analyst estimates with earnings of $0.16 per share. (source: press release) http://www.dell.com/us/en/gen/corporate/press/pressoffice_us_2000-02-10-rr-000.htm |
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infooverload |
posted 01-28-2000 10:10 AM
Can someone explain to me why when a sector leader (hardware) like Dell makes a less than favorable announcement, it takes down the entire Industry (technology)? If anything, I would expect it to just effect the hardware stocks. And this is not the first time I've noticed this phenomena. |
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gatsby |
posted 01-27-2000 05:42 PM
I think what we will see from this is a test for Dell's long-term holders and a buying opportunity for newbies or returning investors. Will the long-term people do an about face and decide to cut losses (or take profits)? And will new people see this as a great dip to buy on? |
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postman |
posted 01-27-2000 04:31 PM
The tech sector in general was up this morning today, so that's probably part of the explanation (it went south later in the day). The rest might be due to the belief that the problem is a one-time thing, and some investors probably looked at the dip as an opportunity to buy a great long-term investment. (I'm not so sure Dell still a great long term investment, for reasons similar to those given by Art V below, but I do think other investors think it is.) |
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pokeboy |
posted 01-27-2000 11:43 AM
I don't get it. Dell dropped $4 in after hours trading yesterday after the earnings warning. But this morning it gained back $3.50 of that loss and is basically trading where it was prior to the bad news. What gives? |
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InvestorGuide Daily Administrator |
posted 01-26-2000 06:27 PM
Dell announced that fourth quarter earnings will be five cents short of analyst estimates of $0.21 per share due to "...an inconsistent flow of key semiconductor components and a slower-than-expected rebound in sales to corporate and institutional customers related to the Y2K rollover." http://www.msnbc.com/news/362448.asp |
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Art Vandelay |
posted 01-24-2000 11:53 AM
If I had to invest in a computer hardware manufacturer, it would be Dell, no question. Dell is the best in its category and will continue to pull ahead of rivals. While I generally invest only in the best, I tend to focus on those companies that own their markets and continue to raise the barriers to entry... Microsoft and Cisco, for example. While Dell has executed extremely well, it nevertheless is selling a commodity product, and therefore I believe its margins will forever be under competitive pressure from rivals. A great company, certainly, but not quite good enough for my investment dollars. |
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gatsby |
posted 01-24-2000 09:42 AM
Does anyone think Dell is a good buy right now? It's been kind of languishing in the low 40s for awhile now. But a report just came out that said PC sales were incredibly strong last year, contrary to reports that the "death of the PC" was at hand. Granted, it's not very glamorous to invest in any hardware companies that don't seem to be making a move to expand into other ares, but you can never underestimate Michaell Dell. |
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InvestorGuide Daily Administrator |
posted 12-06-1999 06:04 PM
In brief - Dell plans to install and support Red Hat Linux operating systems on all its PowerEdge server models. |
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InvestorGuide Daily Administrator |
posted 11-30-1999 06:48 PM
Dell announced Webpc, a $1000 desktop specifically designed for accessing the internet. http://www.dell.com/us/en/gen/corporate/press/pressoffice_us_1999-11-30-rr-000.htm |
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buynow |
posted 11-30-1999 10:21 AM
> What in the world does he need $162 mill in cash for? The party line that all CEOs give when they sell stock is that they're doing it for diversification... all his money is tied up in the company, and he wants to spread the risk. He has a venture capital fund (MSD), and this is probably where most of the money will go. > Good or bad sign? And is this the first time he's ever sold this large a block of shares? |
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