DELL is defunct since October 29, 2013. Acquired by Silver Lake Partners
  • Oct. 17, 2012, 11:16 AM

    Intel (INTC -2.7%) remains lower following its Q3 report, which was accompanied by soft guidance and cautious earnings call remarks (I, II) about demand and inventories. Dell (DELL -1.6%) and Nvidia (NVDA -1.7%) are off, but most other PC industry names are near breakeven. There's plenty of downbeat sell-side commentary: Goldman predicts margins will fall further in 1H13, and Nomura thinks Intel's declining cash balance (now at $3.4B) will limit stock buybacks. Bulls are predicting Windows 8, for which expectations have fallen considerably, will provide a lift.

    | Oct. 17, 2012, 11:16 AM | 1 Comment
  • Oct. 9, 2012, 2:01 PM

    Lexmark (LXK -5.2%) and Dell (DELL -2.6%) underperform after Citi starts each company at Sell as part of a broader IT hardware coverage launch. Citi is worried about the impact of the bring-your-own-device trend (favors Macs over Windows systems) on Dell, which is near multi-year lows once again.

    | Oct. 9, 2012, 2:01 PM
  • Oct. 3, 2012, 12:52 PM
    Dell (DELL -1.7%) and AMD (AMD -3.1%) slump as investors mull the implications of H-P's analyst day commentary and guidance. The companies, who have been hit hard by worries about tepid PC demand, are both making new multi-year lows.
    | Oct. 3, 2012, 12:52 PM | 3 Comments
  • Sep. 25, 2012, 6:06 PM

    Some more S&P MidCap 400 changes: InterDigital (IDCC) will replace Quest Software (QSFT) as of the Sep. 28 close, and Genesee & Wyoming (GWR) will replace Collective Brands (PSS) as of the Oct. 1 close. Quest shareholders just approved the company's $28/share acquisition by Dell. IDCC +3.2% AH.

    | Sep. 25, 2012, 6:06 PM
  • Sep. 21, 2012, 2:25 PM

    Though Seagate (STX +2.6%) and Western Digital (WDC +2.8%) are up following the former's analyst day guidance, hard drive controller chip suppliers LSI (LSI -1.1%) and Marvell (MRVL -1.8%) have ticked lower. That's a sign the Street is less pleased with Seagate's unit shipment guidance than it is with its pricing and margin commentary. The shipment guidance arguably has negative implications for PC sales.

    | Sep. 21, 2012, 2:25 PM | 1 Comment
  • Sep. 7, 2012, 10:12 AM
    Intel's (INTC -2.8%) warning is hurting other chip stocks with strong PC exposure: AMD -3.4%. NVDA -4.5%. MU -4.6%. H-P (HPQ -1.4%), Microsoft (MSFT -1.3%), Seagate (STX -1.6%), and Western Digital (WDC -1.4%) are off moderately, though Dell (DELL +0.9%) is higher after declaring its first dividend. Analysts had been slashing estimates (I, II, III) for Intel ahead of the warning thanks to a torrent of negative PC data - that seems to be limiting the damage.
    | Sep. 7, 2012, 10:12 AM | 4 Comments
  • Aug. 23, 2012, 9:54 AM

    Dell (DELL -2.3%) is making new multi-year lows in response to HP's FQ3 report, adding to the bludgeoning the company saw yesterday due to its own earnings report. Other PC-related names are also lower: INTC -1.7%. MSFT -1.3%. AMD -2.2%.  The consumer and enterprise receptions to Windows 8, which has received very mixed (I, II) initial reviews, are now more important than ever.

    | Aug. 23, 2012, 9:54 AM | 15 Comments
  • Aug. 22, 2012, 10:20 AM

    Dell (DELL -6.5%) is receiving plenty of negative commentary after a Q2 revenue miss and guidance cut bring shares near their 52-week low.  "Where do we find the lost revenues and profits from the PC world? Are they in Washington? Greece? Cupertino?," Needham rhetorically asks, while arguing Windows 8's success is now critical. Goldman (Sell) notes EPS wouldn't have beaten estimates if not for one-time tax and margin benefits. HPQ -2%. INTC -1.1%. AMD -2%. (more) (transcript)

    | Aug. 22, 2012, 10:20 AM | 1 Comment
  • Aug. 22, 2012, 9:10 AM
    Premarket gainers: SRZ +59%. BKD +9%. QIHU +9%. WSM +9%. CHS +8%. AEO +6%. TOL +5%. ALXA +5%.
    Losers: PPHM -7%. EXPR -7%. CLWR -6%. DELL -6%.
    | Aug. 22, 2012, 9:10 AM
  • Aug. 21, 2012, 4:42 PM
    H-P (HPQ), which reports tomorrow, is down 2% AH in response to Dell's (DELL) revenue miss and bleak guidance. Dell's weak PC sales figures have to be especially worrisome, especially since they follow a revenue miss from Acer. Lenovo posted better results recently, but it has been gaining share for a while. Intel (INTC) and AMD are off slightly.
    | Aug. 21, 2012, 4:42 PM | 1 Comment
  • Aug. 20, 2012, 4:33 PM
    Acer (ASIYF.PK) fell 2.6% in Taipei after reporting Q2 revenue of NT$111B ($3.7B) and net income of NT$56M ($1.9M), below consensus forecasts. The world's #4 PC maker said demand from China, thus far a bastion of strength, is now softening, and that it now expects global 2012 shipment growth of just 0-5%. Nonetheless, beaten-down rivals Dell (DELL +2.8%) and  H-P (HPQ +2.9%) rallied ahead of their earnings reports, respectively due tomorrow and Wednesday.
    | Aug. 20, 2012, 4:33 PM | 2 Comments
  • Jul. 12, 2012, 1:32 PM

    PC-related names underperform a bit following weak Q2 data from Gartner and IDC. MSFT -1.6%. INTC -1.8%. DELL -1.4%. HPQ -1.8%. NVDA -1.5%. Dell and H-P's share losses are raising eyebrows: the companies are struggling to deal with competition from Apple, and from a slew of Asian manufacturers (headlined by Lenovo) competing aggressively on price. Intel has seen several estimate cuts in recent weeks, and Microsoft received one from Morgan Stanley yesterday.

    | Jul. 12, 2012, 1:32 PM | 2 Comments
  • Jul. 9, 2012, 4:41 PM
    AMD -5.7% AH after warning it expects Q2 revenue to fall 11% Q/Q, well below a guidance range of +/- 3%. AMD blames weaker-than-expected distributor sales in China and Europe, and the impact of poor consumer spending on sales to OEMs. Archrival Intel (INTC) has already seen a raft of estimate cuts, and downbeat commentary about PC demand has been easy to find.
    | Jul. 9, 2012, 4:41 PM | 3 Comments
  • Jun. 28, 2012, 1:20 PM
    JPMorgan's Mark Moskowitz has cut his targets for 12 IT hardware companies, including Dell (DELL -3.8%), H-P (HPQ -1.1%), and Western Digital (WDC -3.1%). He cites weak Euro IT spending, Chinese growth worries, and the impact of a strong dollar on exports. Targets are also cut for Apple (AAPL), IBM, EMC, and NetApp (NTAP), but Moskowitz is more positive on their ability to weather the storm. (STX/WDC downgrade)
    | Jun. 28, 2012, 1:20 PM | 1 Comment
  • Jun. 28, 2012, 9:25 AM

    Seagate (STX) -5.4% and Western Digital (WDC) -3.7% following downgrades to Hold from ThinkEquity. The firm says checks indicate emerging markets PC demand is weakening, and what's bad from the PC market is bad for the hard drive market. While commentary about soft U.S./Euro PC demand has been widespread, an emerging markets slowdown seems to be a wrinkle the market hasn't yet priced in.

    | Jun. 28, 2012, 9:25 AM | 7 Comments
  • Jun. 25, 2012, 10:28 AM

    Reuters reports Dell (DELL -2.7%), unsurprisingly, is the "strategic bidder" that just made a $27.50/share offer for Quest Software (QSFT +5.4%). Quest is currently changing hands at $27.64.

    | Jun. 25, 2012, 10:28 AM
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