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Dell's $3.9 Billion Acquisition for IT Services Company
Excerpt from the InvestorGuide.com Stock of the Day on 9/21/2009

Dell Inc. has been heading towards a change. Michael Dell has been hoping to transform the company since he stepped back into the CEO position in early 2007. And even as the economy has struggled and fallen into a recession, Dell has continued to talk about expanding and acquisitions. This morning, all this talk was validated, as a deal was announced between Dell and information technology services company Perot Systems (PER: Charts, News, Offers). Why has Dell been so eager to sign a deal such as this, and what effect could this deal have on the two companies?

It has not been a secret that Dell has had its eye open for acquisition possibilities for quite a while. Earlier this year, the company hired the former mergers and acquisitions chief from IBM (IBM: Charts, News, Offers), and in the last few months has worked to raise nearly $1 billion though the selling of debt securities. Michael Dell himself hasn't been shy about talking about his acquisition hopes, mentioning his desire to make an acquisition in the IT services sector. And now, that is exactly what Dell has done, with the purchase of Perot Systems. At $3.9 billion, this is Dell's largest acquisition, and the company has high hopes for what the two companies can do together. More >


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Dell Profit Falls, but Beats Estimate
Excerpt from the InvestorGuide.com Stock of the Day on 5/29/2009

Over the last year, consumers have been flooded with disappointing news about the economy, layoffs, and declining revenue at companies. Consumers have also watched some of their favorite stores such as Linen & Things, Circuit City, and Sharper Image disappear as a result of poor sales. Dell surely won't meet that fate anytime soon, but the computer maker is having a tough time in a declining market. Dell Inc. reported a sharp drop in first-quarter sales and earnings Thursday amid a 34% drop in PC sales. The company reported that its first-quarter earnings tumbled 63%, and sales dropped 23%. Why have shares of Dell risen over the last 3 months? What does the future look like for the second-largest PC Maker? More >

Is Dell Chasing Ghosts or is a Turnaround Realistic?
Excerpt from the InvestorGuide.com Stock of the Day on 1/2/2009

Michael Dell's return as CEO almost 2 years briefly re-energized the company as people believed that the guy who built the computer manufacturer was indeed the best person to pull it out from its sluggish funk. Mr. Dell has done quite a bit since he returned - that includes cutting the work force by 10%, closing manufacturing facilities and even embracing the idea of in-store retail sales. The company briefly showed some signs of a turnaround but now, after the company just announced that it is letting go of two very senior executives who were supposed to help lead Dell out of the tunnel, it is becoming clear that things have once again stalled in Round Rock, TX. Usually, in such situations, the next person to be shown the door is the CEO. More >

Thursday: The Calm Before the Storm from Dell?
Excerpt from the InvestorGuide.com Stock of the Day on 8/28/2008

It is still fairly early but investors have been fairly upbeat and optimistic as the markets have been rallying today. Second-quarter GDP was revised to be 3.3%, and at the time of this writing, the Nasdaq is up 26 points. As we look at stocks, Dell is slated to report their financial earnings later this afternoon as the markets close. Could Dell's reports - crucial at this point as they are a company currently in a turnaround stage - pull the carpet from under the market and send prices plummeting tomorrow, or will Dell boost markets like HP's (HPQ: Charts, News, Offers)earnings did last week? More >

Let's Not Overreact to the Dell Numbers   5/30/2008

Dell Signs Exclusive Advertising Contract with WPP   12/3/2007

Dell to restate four years of financial results   8/17/2007

Dell Plans to Recycle PCs, but May Discard Employees   3/8/2007

Dude- Michael is Back in Charge of Dell!   2/2/2007

Lowered Earnings Forecast Just Makes Matters Worse for Dell   7/21/2006

Dell (DELL) Upgrades

Date
Analyst
Old Rating
New Rating
08/24/2009
Broadpoint.AmTech
Neutral
Buy
08/24/2009
Broadpoint.AmTech
Neutral
Buy
08/24/2009
Broadpoint.AmTech
Neutral
Buy
06/15/2009
Goldman Sachs
Sell
Neutral
03/13/2009
Broadpoint AmTech
Sell
Neutral
03/02/2009
Argus
Hold
Buy

Dell (DELL) Downgrades

Date
Analyst
Old Rating
New Rating
04/16/2009
First Global
Market Perform
Underperform
11/21/2008
Friedman Billing & Ramsey
Outperform
Market Perform
11/17/2008
Merrill Lynch
Buy
Neutral
11/13/2008
BMo Capital
Outperform
Market Perform
10/31/2008
Calyon Securities
Neutral
Reduce
10/15/2008
JP Morgan
Overweight
Neutral

Dell (DELL) New Coverage

Date
Analyst
Rating
10/06/2009
Ameriprise Financial
Buy
05/11/2009
Susquehanna
Neutral
09/09/2008
Collins Stewart
Hold
08/08/2008
Credit Suisse
Outperform
08/05/2008
UBS
Neutral
04/22/2008
Lehman Bros.
Equalweight
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