April 28th, 2006
It Takes Bulls and Bears to Make a Market in DELL.
Nobody can buy a stock without someone to sell it. Here is a roundup of some recent opinions on DELL.
Alex Bondar of the McGill Investment Croup seems to like the company more than the stock.
The real question is whether Dell has lost its competitive advantage? I
wouldn’t bet on it, given the brand name and the market share Dell
commands. Although I don’t see the stock rebounding in the near future,
I don’t think the company is broken, and I would be willing to buy at
around $20.
Meanwhile, UBS thinks we may have entered the “HP Era.”
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