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DELL
Dell Inc.

5/25/2012, 5:58 AM ET
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DELL Market Currents more »
  • 4:44 AM Dell (DELL) is in talks to buy Quest Software (QSFT), Bloomberg reports, as the PC maker continues its strategy of shifting its focus to higher-end business customers. In March, Quest agreed to sell itself to P-E firm Insight for $2B, or $23-a-share, although it then received other offers during a "go-shop" period.
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    [Tech, M&A, Top Stories]
  • Thursday 9:38 AM Though reiterating a Market Perform on H-P (HPQ +4.7%), BMO sees it as a better play than Dell (DELL -0.6%), following H-P's FQ1 beat and restructuring announcement. Dell's efforts to improve margins "will take too long to play out," BMO argues, whereas H-P will get a boost over the next few quarters from its restructuring. The fact Dell is underperforming a bit this morning suggests the Street takes H-P's results as evidence Dell's problems are partly of its own making. (HPQ transcript)
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  • Wednesday 1:30 PM Though many tech names are selling off following Dell's (DELL -17.8%) FQ1 miss, Apple (AAPL +0.5%) is outperforming again. The iPad is undoubtedly the biggest culprit behind the tablet cannibalization partly blamed for Dell's weak notebook sales, and the fact Dell suggests this trend is also affecting enterprise sales a bit has to be spooking investors. Meanwhile, it's reported a court-suggested meeting between Apple and Samsung's (SSNLF.PK) CEOs "yielded no compromise."
    14 Comments
    [Tech, On the Move]
  • Wednesday 11:55 AM While Dell (DELL -17.5%) crashes in part due to the weak PC sales mentioned in its FQ1 report, Chinese rival Lenovo (LNVGY.PK) has reported another strong quarter. FQ4 sales rose 54% Y/Y to $7.5B, and PC shipments grew 44%. Moreover, Lenovo's PC sales within developed markets surged 85% to $3.4B, the result of both an acquisition and share gains. Dell admitted on its earnings call that in addition to tablet cannibalization, price competition was hurting its PC sales.
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    [Tech]
  • Wednesday 10:28 AM For whom the Dell tolls: As the IT giant's FQ1 miss and commentary lead to a tech selloff, PC-related names get hit harder than most, no doubt thanks to the 10% drop seen in Dell's (DELL -15.8%) notebook sales. Rival H-P (HPQ -4.4%), due to report this afternoon, is among the biggest losers. Also selling off: INTC -3.1%. MSFT -3.2%. AMD -3.1%. LOGI -3.3%. (more on DELL)
    3 Comments
    [Tech, On the Move]
  • Wednesday 9:46 AM More on Dell: Though lowering its PT, Stifel tries to make a bull case for the company. It views a growing mix shift to non-PC enterprise solutions (now 31.4% of revenue) as a positive, as well as its guidance for stable FQ2 gross margins. Overall, it sees "an improved/cleaner 2H2012 story" driving shares higher. Also of note: Dell, which has a market cap of $22.9B now has $8.2B in net cash and investments. (transcript)
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  • Wednesday 9:35 AM Sell-side commentary on Dell (DELL -14.1%) is predictably bleak following its huge FQ1 miss (I, II) and admission it's suffering from tablet cannibalization, soft enterprise demand, Asian competition, and sales issues, among other things. Deutsche is downgrading shares to Neutral, while Brean Murray voices concerns about the impact of Dell's sales problems on its efforts to lower its PC exposure. Sterne Agee, which upgraded Dell last week, wishes it kept its Underperform rating. (transcript)
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    [Tech, Quick Ideas, On the Move]
DELL in Focus more »
DELL Instablog posts more »
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  • Dell Reports First Quarter Financial Results
    Wed, May 23 • Tim Travis • Comment!
  • Barchart Morning Call 5/22
    Tue, May 22 • Jim Van Meerten • Comment!
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    Tue, May 8 • Brad Prigmore • Comment!
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Company Description

Dell listens to customers and delivers innovative technology and services they trust and value. As a leading technology company, we offer a broad range of product categories, including mobility products, desktop PCs, software and peripherals, servers and networking, services, and storage.... More

Sector: Technology
Industry: Personal Computers
Country: United States