Farmer in the Dell
Dell (DELL) is the technology baby being thrown with the bath water. How else do you explain the company trading for less than 7x and sitting on 25% of its market cap in net cash? Here's how: people still look at Dell as a computer company. And that incorrect assumption creates a bargain opportunity for investors today.
Dell's PC business is declining, and that trend is likely to continue. For that reason, the company continues to focus on and invest in its enterprise software solutions business. Dell is positioning itself to rely more on its higher-margin service business vs. its traditional PC hardware business....331 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
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