DELL

Last week Dell (NASDAQ: DELL) reported non-GAAP $0.45 per share, which was much higher than the consensus of $0.32. Dell also posted a gross margin of 19.5%, up almost 3% from 2Q and higher than the 17.3% posted 3Q09. Despite these highly positive 3Q results, 4Q isn't expected to keep this pace...

In a report released this morning, Brean Murray said that it remains buyers of Dell Inc. (NASDAQ: DELL), “particularly given the recent pull-back and continue to like the stock at these levels.” “We believe the recent Dell retracement (~8% vs. S&P of 2%) most likely occurred because Cisco...

Where do you go after achieving your primary goal in life? Now that Hewlett-Packard (NYSE: HPQ) is bigger than Dell (NASDAQ: DELL), the company has found itself in a difficult position: the PC market is shrinking. One way to deal with this problem is to simply tackle another market. CNNMoney...

JP Morgan has published a research report on Dell Inc. (NASDAQ: DELL) in response to the company's 3Q preview while earnings results are expected on 11/18. In the report, JP Morgan writes "We think shares of Underweight-rated Dell could trade sideways to down in the near to mid-term. Despite easing...

With Windows Phone 7 taking all of Microsoft Corporation's (NASDAQ: MSFT) attention, the company won't have a tablet ready this Christmas, CNNMoney reports. But never fear: if Apple, Inc.'s (NASDAQ: AAPL) iPad hasn't persuaded you to come aboard the tablet bandwagon, there are several other...

According to Jefferies, investors are not willing to pay for growth in Microsoft's (NASDAQ: MSFT) core markets, a trend it expects may change with the success of upcoming Windows phone and tablet launches. In the research report, Jefferies writes "MSFT shares have underperformed the S&P index...

Hewlett-Packard (NYSE: HPQ) is going through a lot of changes as it searches for its new CEO and digests Palm's Web OS, but don't expect it to follow Apple's (NASDAQ: AAPL) lead, CNET reports. "Emulating Apple is not part of our strategy," said HP's Todd Bradley, executive vice president in charge...

Xyratex Ltd. (NASDAQ: XRTX) is viewed continually as attractive by Brean Murrya Carret & Co., which states that it thinks pretty simple math will allow the stock to work through the fall, as long-term prospects are favorable for Xyratex. Xyratex is believed to be able to generate revenue and...

Upgrades: Estacio Participacoes SA (SAO: ESTC3) upgraded from Equal to Overweight, price target remains at $25, 2010 EPS raised to $1.15 (from $1.12), 2011 raised to $1.32 (from $1.15). Downgrades: Adobe Systems (NASDAQ: ADBE) downgraded to Equal from Overweight, price target remains at $42....

Dell, Inc. (NASDAQ: DELL) is given a valuation range of $13-15 by Wells Fargo, an estimate based on a PE multiple of 10x. Dell is expected to post its F2Q 2011 earnings results on Thursday, August 19, and given the seasonality associated with the summer quarter, Wells Fargo does not expect to see...