Dell (DELL -3.4%), which is selling off thanks to Oracle, is also receiving an EPS estimate cut...

|About: Dell Inc. (DELL)|By:, SA News Editor

Dell (DELL -3.4%), which is selling off thanks to Oracle, is also receiving an EPS estimate cut from Cowen's Matthew Hoffman. Hoffman thinks the PC shortages caused by Thai flooding will accelerate the cannibalization of the PC market by tablets, given production cuts will be centered around the low-end systems especially vulnerable to tablet competition. Dell already appears to be leaving the netbook market.