Dell Technologies Inc (DELL)

[MoneyComesandGo]

DELL is going DOWN, Dell use to be GOOD when it was around 40-50bucks a share, DELLs days hanging around 11-15, now dropping under 10 ouch it hurts. All in my opinion

[drluck]

What happen here ?

[Gilda99]

Cramer Quick Take: Dell Is a Dead Stock

http://www.thestreet.com/story/11688000/1/cramer-quick-take-dell-is-a-dead-stock.html?puc=_booyah_html_pla3&cm_ven=EMAIL_booyah_html


Cramer Quick Take: Dell Is a Dead Stock

By Scott Rutt 09/06/12 - 12:07 PM EDT
Stock quotes in this article: DELL, INTC, STX

NEW YORK (TheStreet) -- Has Dell (DELL_) been left for dead by the smartphone and tablet revolution?

Jim Cramer told Debra Borchardt at TheStreet.com Thursday that the answer to that question is, largely, yes.

Cramer said Dell is part of the overall death of the traditional PC. He said many of the tasks once done on a personal computer are now being done on our phones and tablets, meaning we simply need fewer PCs. Just as the market transitioned from mainframes to PCs, its now moving from PCs to mobile.

Cramer noted that Intel (INTC_) saw its numbers cut and hard-drive maker Seagate (STX_) was received a downgrade, a signal the entire sector is on the decline.

Speculate if you must, said Cramer, but without significant gains in market share, Dell will be dead money.

[retiredanalyst]

My advice for Dell is to ditch the PC business entirely and focus on enterprise solutions. Get out of commodities.

[Gilda99]

Dell Shares Slide as PC Slump Continues

http://ih.advfn.com/p.php?pid=nmona&article=53910063

[retiredanalyst]

Not looking for a good quarter.

[stockprofits]

Blew through 12.19
Can we test 12.03 now??

ATM
UNBELIEVABLE!

[stockprofits]

12.19 come on!

[stockprofits]

DELL is an ATM!

[O Reilly353]

Thanks for the reply Stockprofits. Being a part of the 'old school' there is nothing better, in my opinion, than a keyboard. As to a tablet, I have no idea what you are talking about. And, I think I have heard of a smartphone somewhere in the recent past. I have a lot of reading to do! Will try to keep up with the lingo in the posts as best I can.

[stockprofits]

I agree about the keyboard. I use my desktop for specific tasks, which I feel are just easier on the desktop. But my laptop is accumulating dust while I use my tablet and or smartphone most of the time.

[O Reilly353]

I guess I like being in the stone age. I like a regular keyboard versus the laptop keyboard. Hope Dell sticks around -- really like their product.

[Derek2534]

I see your following me now try twitter its better

[Da Ghost]

DELL

Timing is everything kiddo

She just started to recover somewhat ...maybe ,, Try buying the stock sometime ?

No so sure it is DELL's fault ..lolzzzzz

[Derek2534]

Wasted of 3k with worthless expired options fuck you $DELL you suck at life

[pj McMulligan]

Dell’s Enterprise Solutions Strategy Delivering on Financial Commitments; Company Adopts Quarterly Dividend Beginning in Third Quarter
Dell has executed on its commitment to grow profitability and operating income while expanding its enterprise solutions and services, Michael Dell, chairman and CEO, will tell analysts at the company’s 2012 Analyst Meeting, which starts today.

“Dell is an end-to-end solutions provider today as we continue to build out our data center, software and services capabilities,” Mr. Dell said. “We have changed the conversation we’re having with our customers. We are a solutions company first, vertically focused, and creating more value for customers with innovative offerings that provide competitive advantage.”

In conjunction with the meeting, Dell also announced that its Board of Directors has adopted a dividend policy under which the company intends to pay quarterly cash dividends on its common stock beginning in the third quarter of the current fiscal year. Dell expects the initial dividend rate to be $0.32 per share per year, or $0.08 per share quarterly. Based on Monday’s closing price of $11.86 for Dell stock, the dividend yield would be 2.7 percent.

“Our efforts to streamline our operations and shift the mix of our business over the past several years have resulted in sustainably strong cash flow from operations, enabling us to increase the percentage of capital we’ve allocated to research and development, capital expenditures and acquisitions while maintaining an ongoing share repurchase program,” said Brian Gladden, Dell chief financial officer. “The payment of a quarterly cash dividend to Dell’s shareholders adds another element to our disciplined capital allocation strategy.”

The company expects that through the dividend and share repurchases, it will increase its target range for distribution of capital to shareholders from 10-30 percent of free cash flow to 20-35 percent. For the past four quarters, Dell has generated $4.9 billion in cash flow from operations and ended its fiscal 2013 first quarter with $17.2 billion in cash and investments.

Mr. Gladden said that Dell is confident in its continuing ability to make the necessary investments to grow its portfolio of enterprise solutions and services while initiating the quarterly dividend and continuing share repurchases.

At the meeting, Mr. Dell and other company executives will reiterate the company’s intent to continue shifting its mix of operating income to Dell-owned enterprise solutions and services that scale vertically and horizontally with customer needs to address both its largest and smallest customers.

Evidence of Dell’s solutions transition over the past 12 months includes acquiring eight companies providing strategic intellectual property for Dell’s growth as a solutions provider, creating a software organization, and opening 11 customer solution centers globally. The company also has doubled the number of its engineers developing enterprise solutions and more than tripled the number of its specialists selling solutions over the past five years.

The result has been a shift in Dell’s sales to higher-margin data center solutions consisting of servers, networking, storage and related software and services. Dell reported in its last fiscal quarter that 50 percent of the company’s gross margin and more than 30 percent of its revenue came from the sale of enterprise solutions and services. The company projects its enterprise solutions, software and services business will grow at a 10 percent compounded annual growth rate through fiscal year 2016 and represent an increasing percentage of Dell’s operating income margin.

Mr. Gladden said that while Dell has become a solutions and services company, it remains committed to a profitable end-user computing business.

“By exercising discipline and being selective on the business we pursue, we expect to continue to run a profitable end-user business,” Mr. Gladden said. “We’ve gained share in the high-value portion of the industry for six of the last seven quarters and see this part of our business continuing to contribute operating income in excess of 5 percent of revenue.” He also said the company will continue to address opportunities to take cost out of our operations and maintain focus on profit rather than unit growth.

To view the live webcast of the meeting Wednesday starting at 7:30 a.m. CDT, or to view the replay later, go to www.dell.com/investor.

About Dell

Dell Inc. (NASDAQ: DELL) listens to customers and delivers innovative technology and services that give them the power to do more. For more information, visit www.dell.com.

Special Note on Forward-Looking Statements:

Statements in this press release that relate to future results and events (including statements about Dell’s plans to pay a quarterly cash dividend, share repurchases, mix shift expectations, and enterprise solutions, software and services growth) are forward-looking statements and are based on Dell's current expectations. In some cases, you can identify these statements by such forward-looking words as “anticipate,” “believe,” “could,” “estimate,” “expect,” “intend,” “confidence,” “may,” “plan,” “potential,” “should,” “will” and “would,” or similar expressions. Actual results and events in future periods may differ materially from those expressed or implied by these forward-looking statements because of a number of risks, uncertainties and other factors, including: intense competition; Dell’s reliance on third-party suppliers for product components, including reliance on several single-sourced or limited-sourced suppliers; Dell’s ability to achieve favorable pricing from its vendors; weak global economic conditions and instability in financial markets; Dell’s ability to manage effectively the change involved in implementing strategic initiatives; successful implementation of Dell’s acquisition strategy; Dell’s cost-efficiency measures; Dell’s ability to effectively manage periodic product and services transitions; Dell’s ability to deliver consistent quality products and services; Dell’s ability to generate substantial non-U.S. net revenue; Dell’s product, customer, and geographic sales mix, and seasonal sales trends; the performance of Dell’s sales channel partners; access to the capital markets by Dell or its customers; weak economic conditions and additional regulation affecting our financial services activities; counterparty default; customer terminations of or pricing changes in services contracts, or Dell’s failure to perform as it anticipates at the time it enters into services contracts; loss of government contracts; Dell’s ability to obtain licenses to intellectual property developed by others on commercially reasonable and competitive terms; infrastructure disruptions; cyber-attacks or other data security breaches; Dell’s ability to hedge effectively its exposure to fluctuations in foreign currency exchange rates and interest rates; expiration of tax holidays or favorable tax rate structures, or unfavorable outcomes in tax audits and other compliance matters; impairment of portfolio investments; unfavorable results of legal proceedings; Dell’s ability to attract, retain, and motivate key personnel; Dell’s ability to maintain strong internal controls; changing environmental and safety laws; the effect of armed hostilities, terrorism, natural disasters, and public health issues; and other risks and uncertainties discussed in Dell’s filings with the Securities and Exchange Commission, including its Annual Report on Form 10-K for its fiscal year ended February 3, 2012. The dividend policy and each dividend will be subject to the Board’s continuing determination that they are in the best interests of Dell’s stockholders and are in compliance with applicable law. Dell assumes no obligation to update its forward-looking statements.

Dell is a trademark of Dell Inc.

Dell disclaims any proprietary interest in the marks and names of others.




Source: Business Wire (June 12, 2012 - 4:01 PM EDT)

News by QuoteMedia

[pj McMulligan]

Nice pincher formation on DELL, I reckon pps goes higher 8-)

[Derek2534]

Man I got 3 days for this to get too 13.20 come on you can do it

[Gilda99]

Dell Drives Public and Hybrid Cloud Adoption with vCloud Trial, Global Expansion

http://ih.advfn.com/p.php?pid=nmona&article=52731404

[stockprofits]

Yes, PCs are obsolete for home use. Laptops are on their way too. DELL might make a great PC, but no one wants them because everyone is getting smartphones and tablets. Its down hill soon for this giant unless they rearrange their priorities

[O Reilly353]

I am a Dell PC user and have been fairly satisfied with this product. Is there something I am unaware of? Fill me in!

[stockprofits]

New 52 week low printed! Yippie!

[Derek2534]

DELL became a little PR machine now get the pump up to 14 so I can sell my calls for 300% damn it!

[malubaidy]

Dell Said To Discuss Buying Quest To Add Business Software


Dell Inc. (DELL) is in discussions to acquire Quest Software Inc. (QSFT), a maker of tools that help companies manage their computer systems, according to people with knowledge of the matter.
Dell is among several companies that made offers for Quest Software after it agreed in March to be bought by private-equity and venture-capital firm Insight Venture Partners for about $2 billion, said the people, who asked not to be identified because the discussions are private.
Enlarge image
Quest Software makes tools that help companies manage their computer systems. Photographer: Brent Lewin/Bloomberg
 
Play Video
May 22 (Bloomberg) -- Shaw Wu, an analyst at Sterne Agee & Leach Inc., Scott Bauer, senior market strategist at Trading Advantage, and Andrew Keene, president of KeeneOnTheMarket.com, talk about Dell Inc.'s first-quarter profit, outlook and their investment strategies for the shares. Dell forecast fiscal second-quarter revenue that missed analysts’ estimates. Wu, Bauer and Keene speak with Trish Regan and Adam Johnson on Bloomberg Television's "Street Smart." Gary Shilling, president of A. Gary Shilling & Co., also speaks. (Source: Bloomberg)
Quest, based in Aliso Viejo, California, makes software that helps companies manage databases and servers, as well as back up information and recover lost data. Dell, the third- largest maker of personal computers, is using deals to help it cater to business customers and lessen its reliance on PCs.
Quest, which had a market value of $2.12 billion at today’s close, also helps customers monitor the performance of applications that run businesses. The stock gained less than 1 percent to $25.18 at the close. It has surged 35 percent this year amid speculation that another company would outbid Insight Venture Partners, which offered $23 a share.
Dell, based in Round Rock, Texas, has been making purchases -- including five announced this year -- to add software, computer storage and networking gear to its lineup of PCs, which account for 52 percent of its sales.
Dell’s Stock Slump
Dell on May 22 reported fiscal first-quarter sales fell 4 percent and forecast second-quarter revenue for the period ending in July that missed analysts’ estimates. The shares had their worst performance in more than a decade the following day.
Tracy Benelli, a spokeswoman for Quest, didn’t return messages seeking comment outside regular business hours. David Frink, a spokesman for Dell, declined to comment.
Quest said earlier this month that it received offers during a so-called “go-shop” period that followed the agreement to be acquired by Insight Venture Partners. Many of the options are “reasonably expected to lead to a superior proposal,” the company said at the time.
Quest had said on March 9 it had agreed to be taken private for $23 a share, in a deal valued at about $2 billion.
JPMorgan Chase & Co. has said Quest is worth about $28, based on the software provider’s sales and cash flow, and could attract bids from International Business Machines Corp., Dell or private-equity firms.
Quest Sales Gains
Quest may report sales rose 11 percent in the second quarter, according to analysts’ estimates compiled by Bloomberg. The company’s revenue rose 13 percent in the first quarter.
Dell shares have declined 19 percent in the past year as an effort by Chief Executive Officer Michael Dell to annex new parts of the computer market has met with uneven results. Sales in the current fiscal year may drop 3 percent to $60.1 billion, according to estimates compiled by Bloomberg.
Dell had $13.7 billion in cash and short-term investments on its balance sheet at the end of the fiscal first quarter.
Quest Software is being advised by New York-based Morgan Stanley. (MS)
To contact the reporters on this story: Serena Saitto in New York at [e-mail]; Aaron Ricadela in San Francisco at [e-mail]
To contact the editor responsible for this story: Tom Giles at [e-mail]


http://www.bloomberg.com/news/2012-05-25/dell-said-to-discuss-buying-quest-to-add-business-software-1-.html?cmpid=yhoo

[Derek2534]

I like the way you think hence why I bought 120 13 Jun calls .25 a pop!

[InvestorTips]

Dell disappoints yet again with 1Q

I'm wondering when Dell will exit the industry? It's been awhile since they were a positive household name, and have been nearly completely replaced with largest technology businesses. Apple has undoubtedly played a role in this. How long do you think Dell can survive for?

[acunuttall]

Dell needs to sell itself. But who would buy clinkety-clankety plastic junk invented 15 years ago? I'm amazed at Dell customer loyalty.

[rand0m]

i know LOL WTF. it didn't reach my price target of $15.5 but it was close enough. i like $F more so i didn't buy DELL. the quarterly earning screwed up DELL and buying before earning = ultra risky unless it's AAPL or GOOG

[rqtect]

tHEY CAN'T GIVE IT A WAY FAST ENOUGH.

[rqtect]

OMG WTF

[rand0m]

Gona bounce pretty soon, target 15.50++ $$$

[Sergey777]

DELL Technical Analysis $DELL break support 15.76 (fibo 61.8%), Short target 14.15 (100%) http://t.co/TiKaIUpL

[Gilda99]

Link to interesting CNET video of some of Dell's newest products...

http://www.cnet.com/dell

[Sergey1]

DELL short target 14.95



insert-text-here

[Gilda99]

President Swainson takes initial stake in DELL - 100,000 shs.

http://ih.advfn.com/p.php?pid=nmona&article=51344854

[DTrader90]

why is it down 6% ??

[Penny Roger$]

~ Tuesday! $DELL ~ Earnings posted, pending or coming soon! In Charts and Links Below!

~ $DELL ~ Earnings expected on Tuesday *
Want more like this? Search Keyword: MACMONEY >>> http://tinyurl.com/MACMONEY <<<
One or more of many earnings sites has alerted this security has or will be posting earnings on or around the day of this message.








http://stockcharts.com/h-sc/ui?s=DELL&p=D&b=3&g=0&id=p88783918276&a=237480049




http://stockcharts.com/h-sc/ui?s=DELL&p=W&b=3&g=0&id=p54550695994



~ Google Finance: http://www.google.com/finance?q=DELL
~ Google Fin Options: hhttp://www.google.com/finance/option_chain?q=DELL#
~ Yahoo! Finance ~ Stats: http://finance.yahoo.com/q/ks?s=DELL+Key+Statistics
~ Yahoo! Finance ~ Profile: http://finance.yahoo.com/q/pr?s=DELL
Finviz: http://finviz.com/quote.ashx?t=DELL
~ BusyStock: http://busystock.com/i.php?s=DELL&v=2


<<<<<< http://www.earningswhispers.com/stocks.asp?symbol=DELL >>>>>>



http://investorshub.advfn.com/boards/post_prvt.aspx?user=251916

*If the earnings date is in error please ignore error. I do my best.

[tradersplaybook]

Playbook game plan for DELL on 01/12/2012

Here's our thoughts:

[USAStockValuation]

The business of selling computers is now a tough one to be in and everyone knows it including DELL. Selling basic computers to individuals and businesses with windows software preinstalled was once a thriving business for DELL, but as things now stand in order to achieve future growth the company is expanding its offerings.

Yesterday the company announced it is developing a smartphone in China using a software platform developed by Chinese search-engine operator Baidu Inc (BIDU). The smartphone is expected to hit the shelves in China early next year, after which DELL will look to launch the smartphone in other markets. DELL is shifting its focus not only to smartphones and tablets, but it has also been growing its enterprise solutions and service business materially in recent quarters.

Quality Rating


Source: www.usastockvaluation.com

DELL has grown its EPS from $0.46 to $1.35 over the past 10 years, representing an annual compounded increase of 11%. Over that time it has achieved a return on retained earnings of 8% which is not a great result. A company that cannot achieve a decent return on its retained earnings should consider the introduction of a dividend.

The formula to derive the Free Cash Flow score includes a provision for Free Cash Flow growth, which explains why DELL only scores 4 on its Free Cash Flow. Its Free Cash Flow generation over the last 10 years has been extraordinary, albeit at a small growth rate. It has generated over $33B in Free Cash Flow over the past 10 years versus total net earnings over the same period of over $24B.

Intrinsic Value


Source: www.usastockvaluation.com

DELL in its recent results – both annual results issued in Jan 2011 as well as the 3 quarterly results since then – have silenced their critics. They are producing some great numbers, making the forecast Intrinsic Value even more attractive than the existing. But the market still has its doubts – a decent Margin of Safety is currently on offer.



Coming out of the dot com bubble, DELL remained well over-valued. The share-price has gone sideways since then while the value tries to catch up. As can be seen, DELL’s performance suffered while it was slowly reacting to the challenges facing its simple PC business. But in fiscal 2011 the company started what looks to be a turnaround. Since the GFC in 2008, DELL’s share-price has been reasonably depressed and this year market has not given the company enough credit yet for its fiscal 2011 performance.

Investment Grade Score

With a Margin of Safety of 33 and a Quality Rating of 55, DELL achieves an Investment Grade Score of 33 x 55 ÷ 100 = 18. This places DELL at number 99 on the USAStockValuation.com Investment Grade Table.

Capital Management

If DELL struggles to achieve a decent return on retained earnings, the company may introduce a dividend. Let’s look at 2 scenarios, and let’s assume the fiscal 2011 EPS performance can be maintained into the future.

Scenario 1: A Payout Ratio of 50%: The dividend yield based on the current share-price of $14.68 would be 4.6%.

Scenario 2: A Payout Ratio of 75%: The dividend yield based on the current share-price of $14.68 would be 6.9%.

Similar value would be created if the company used the money in the above examples to buy back shares. The company has a history of repurchasing shares.

Conclusion

With declining PC prices, and stiff competition to its traditional business model, DELL is starting to reinvent itself with its new offerings. The company is achieving significant growth in its enterprise solutions and service offerings, and is entering the tablet and smartphone markets, all providing encouraging upside potential. And the company generates extraordinary Free Cash Flow which limits the downside risk (cash flow provides flexibility for a company - pay dividends, buy back shares, acquire other businesses etc). Many investors will find the downside risk versus upside potential for DELL attractive at current prices.

[Gilda99]

The value of a company is the sum of the values of its divisions, plus cash, minus debt.

http://www.trefis.com/company#/DELL?from=search

[Gilda99]

Dell Quarterly Report - SEC Form 10-Q

http://ih.advfn.com/p.php?pid=nmona&article=50158569

[TKnight28]

Dell recovery very strong from latest economic collapse. I am a bit cautious of the latest surge in share price. Looking to Europe to solve debt crisis there before I hop in. Short term declines looming it appears. All IMHO of course.

[$King]

DELL @ 14.14

[Gilda99]

Dell Ups Buyback by $5 Billion - Analyst Blog

http://ih.advfn.com/p.php?pid=nmona&article=49180071

The world’s second largest PC-maker Dell Inc.’s (DELL) board of directors has authorized the repurchase of shares up to an additional value of roughly $5.0 billion. The company still has $2.16 billion available under the existing buyback plan. Following the news, Dell’s shares rose 2.29% in after-market trade.

Dell stated that the company’s efforts to streamline operations and reduce costs have enabled it to generate very strong operating cash flows. Based on this performance, Dell expects to spend more on research and development, capital expenditures and acquisitions, at the same devoting more cash for stock repurchases.

During the recently concluded second quarter, Dell spent $1.1 billion on share repurchases, taking the first half total to roughly $1.6 billion.

Cash flow from operations soared to $2.4 billion from $465.0 million reported in the year-ago quarter. The company ended the quarter with $15.1 billion in cash and short-term investments versus $14.5 billion in the previous quarter.

We remain encouraged by Dell’s strong cash position and its ability to service its long-term debts. Moreover, continuous share buybacks will inspire investor loyalty through higher returns from the stock.

Dell reported decent second quarter results, with both revenue and earnings per share increasing year over year. New products, a stronger services business and opportunities in the Electronic Medical Record sector are positives for the company. On the other hand, the company lowered its revenue forecast for the upcoming fiscal year ending January. The uncertain demand environment induced the company to lower the previously projected numbers.

Dell benefited from the expanded customer base that resulted from the Perot acquisition. But stiff competition from Hewlett-Packard Company (HPQ) and Acer raise our concerns.

Currently, Dell has a Zacks #3 Rank, which equates to a short-term Hold recommendation.

[BigBadWolf]

Technology, the needed resource to success.

[Gilda99]

Dell jumps deeper into the cloud

Dell will resell hosted applications and combine them with analytics and integration services through partnerships with Salesforce.com, Microsoft, Intuit
By James Niccolai | IDG News Service

http://akamai.infoworld.com/d/cloud-computing/dell-jumps-deeper-the-cloud-171174?source=rss_cloud_computing

Just one day after Dell announced its first infrastructure-as-a-service offering, the company is jumping deeper into the cloud. Dell will offer a family of hosted software applications for small and midsized businesses, through partnerships with Salesforce.com, Microsoft, Intuit, and others, the computer maker announced Tuesday.

The first service, Salesforce.com's CRM (customer relationship management) system, is available through Dell now, the company said. Next year Dell will offer hosted versions of Microsoft's Dynamics GP ERP (enterprise resource planning) software and Intuit's QuickBooks accounting software, as well as other services, it said.

Dell's pitch is that it will tie the services together on the back-end using its recently acquired Boomi integration software, so that a customer's CRM software can talk to its accounting software, for example. It says it will integrate both cloud and on-premise applications. That's something smaller businesses, without large IT departments, may not want to do themselves.

Dell will also offer, by the middle of next year, a hosted analytics service that works across all its hosted applications, providing managers with a "unified view" of their business through a "cross-platform dashboard," Dell said in a statement.

The services are a smart move for Dell, said industry analyst Ray Wang, CEO of Constellation Research. They allow the company to draw on its large base of small and midsized business customers to build a software hosting business.

"A lot of SMBs aren't going to want to do the integration of all these different applications in the cloud, so Dell is putting together a package that does it for them," Wang said.

The services, called the Dell Cloud Business Applications, are being announced in conjunction with Salesforce.com's Dreamforce conference in San Francisco. They will be Dell-branded and delivered with "business grade single sign-on and security," Dell said.

Some questions remain, such as how quickly next year Dell will roll out additional services. Executives at an event for press and analysts in San Francisco on Tuesday declined to give further details about timing. And they wouldn't say whose software Dell will use for the analytics service, or how much that service will cost when it launches next year.

Dell is charging standard list prices for the Salesforce.com and Boomi services, said Steve Felice, president of Dell's consumer and SMB businesses. A package including five Salesforce.com seats and a Boomi license to integrate two applications costs $565 per month, according to Dell's Web site. Implementation services for Salesforce.com start at $5,000.

Dell isn't hosting the Salesforce applications itself; they will remain in one of Salesforce's own data centers, said Paulette Altmaier, a vice president with Dell's "solutions" group. Dell will pull the customer's Salesforce into one of its own data centers, where it will host the analytics and integration services, she said. Other applications may be hosted in Dell's own data center, depending on which partners it chooses, she said.

SaaS (software as a service) is entering the mainstream and smaller businesses want help navigating the choices available to them, Felice said. Dell's goal isn't to build a marketplace that gives them a menu of choices for the same task. It will steer them towards what it thinks is the "best of breed" product.

"As a trusted advisor, we believe we're supposed to have a point of view," Felice said.

Boomi can connect to most of the popular packaged applications used by SMBs, through 72 software "connectors," Dell said. It won't do "custom engagements" for customers with specific application needs, Felice said, but Boomi is extensible, so an SMB could hire a third party, such as a systems integrator, to link Dell's services to a legacy application, he said.

The services are targeted initially at companies with 100 into 500 employees, Altmaier said, but Dell expects to serve both larger and smaller customers over time. Its definition of mid-size runs up to companies with about 5,000 employees.

It's Dell's second major cloud announcement in as many days, as it tries to expand beyond PCs and into the more profitable software and service markets. On Monday, Dell said it would offer a cloud infrastructure service later this year, targeted at large and midsize enterprises.

Package pricing for the CRM service, including Salesforce.com and the Boomi integration, starts at $565 per month, Dell said. Implementation service packages start at $5,000, it said.

Dell acquired Boomi, which makes software for integrating cloud-based applications, late last year for an undisclosed sum.

[Gilda99]

I called Dell's tech support and asked to get this stock turned around and they put me on hold - then transferred me to three different technicians before I lost my connection. I used to love Dell, but what happened to them? Now all they can do right is spam me with daily emails...

Gilda

[Gilda99]

IBM Survives Anti-Trust Threat - Analyst Blog
Date : 08/04/2011 @ 11:54AM
Source : Zacks
Stock : Dell (DELL)
Quote : 14.995 0.0 (0.00%) @ 7:52AM

IBM Survives Anti-Trust Threat - Analyst Blog

International Business Machines Corp. (IBM), heaved a sigh of relief after the three companies which manufacture IBM-compatible mainframe hardware and software agreed to drop anti-trust complaints in the U.S. and Europe.

According to the recent 10Q filed by IBM, both T3 Technologies Inc. and Neon Enterprise Software LLC have withdrawn their separate complaints filed with the European Commission.

According to Bloomberg, TurboHercules SAS, the third concerned company, that develops open source mainframe emulation software, has also dropped its charges against IBM.

The legal battle with T3 dates back to 2006, when IBM filed a lawsuit against Platform Solutions, Inc. (PSI) in the United States District Court for the Southern District of New York. IBM alleged that Platform Solutions (T3 was a reseller of Platform Solutions) violated certain intellectual property (IP) rights of IBM.

In 2008, the court allowed T3 to be a part of the proceedings. T3 counter-claimed that IBM violated certain anti-trust laws by refusing to license its patents and trade secrets to Platform Solutions and tying the sales of its mainframe computers to its mainframe operating systems. However, in June 2008, IBM acquired Platform Solutions and both mutually agreed to dismiss all the claims against each other.

In 2009, T3 received an adverse ruling in the case, when the court granted IBM’s motion for summary judgment and dismissed T3’s claims against IBM. Finally, in May 2011, T3 withdrew the complaint filed with the US court. The company also withdrew all charges against IBM in the European Commission, which was filed in 2009.

Neon sued IBM in December 2009 in the U.S. District Court in Texas, claiming IBM interfered with the company’s efforts to license its zPrime emulation software. Neon also filed a complaint against IBM with the European Commission in June 2010.

According to the 10Q, IBM has settled the Texas lawsuit and Neon has agreed to drop its complaint in Europe. Neon has also agreed to stop selling zPrime and the settlements did not involve payments to Neon.

Although the companies dropped their charges, the U.S. Department of Justice (DOJ) is still investigating possible anti-trust violations by IBM, and the DOJ has requested certain information, including the production of materials from the litigation between T3 and IBM.

Moreover, in July 2010, the European Commission also notified the company that it has decided to initiate proceedings to further investigate IBM regarding possible infringement of the European Union competition law.

However, according to Bloomberg, European Union antitrust regulators often drop investigations after complaints from rivals or customers are withdrawn.

European Commission is also investigating IBM’s anti-competitive behavior in the mainframe services arena by maintaining a monopoly over spare parts. A negative outcome can hurt IBM’s sizeable revenue share going forward, in our view.

Recommendation

Currently, IBM stands to dominate the mainframe sector, as most of the competitors have left the field in recent years. Although the company has shifted its focus from hardware toward its more profitable software and services businesses, the mainframe operations are important for IBM as they carry higher gross margins compared to software and services.

However, IBM continues to face stiff competition in the server market from Hewlett-Packard Company (HPQ) and Dell Inc. (DELL). According to the research firm Gartner Inc., IBM hold the #2 spot in terms of revenue, with a market share of 29.7% in the first quarter of 2011. Mainframes, achieved a growth of 19.6% during the same period. HP was #1 with 30.2% market share, while Dell was #3 with 14.9% market share.

We have a long-term (6-12 months) Neutral recommendation on IBM. Currently, IBM has Zacks #3 Rank, which translates into a short-term Hold rating.

http://ih.advfn.com/p.php?pid=nmona&article=48707298

Gilda

[Gilda99]

Thanks for the links, Chucky. Some of this is old stuff, where this smart bunch of guys should have known better.

Lets just hope their accounting standards have changed in the last few years and let's never forget the crap they've told investors in the past.

Gilda

[Gilda99]

Tablet PC Market to Reach $35 Billion Within 12-Months

The global market for tablet computers entered a period of rapid growth and expansion in 2011. In a short period, tablets have spawned a robust industry with an aggressive outlook.

JP Morgan Securities has estimated tablets will evolve into a $35 billion market by 2012 fueled by new products coming to market by companies like Dell (NASDAQ: DELL), Nokia (NYSE: NOK), Motorola Mobility (NYSE: MMI) and Nyxio Technologies (OTCBB: NYXO).

Early movers into this sector will be rewarded with a competitive advantage in reaping the benefits of a strong following and market share. The Worldwide Tablet PC market size in 2010 was nearly US$ 9 Billion and it is anticipated to almost quadruple in size by 2012 according to JP Morgan Securities.

Gilda