{"id":73,"date":"2011-09-29T10:04:02","date_gmt":"2011-09-29T14:04:02","guid":{"rendered":"http:\/\/amosnewcombe.info\/wordpress\/?p=73"},"modified":"2016-08-28T23:26:28","modified_gmt":"2016-08-29T03:26:28","slug":"dell","status":"publish","type":"post","link":"https:\/\/amosnewcombe.info\/wordpress\/2011\/09\/29\/dell\/","title":{"rendered":"DELL"},"content":{"rendered":"<p>Today I have focused on DELL. It had two stories on the front page of Seeking Alpha:<\/p>\n<p><a href=\"http:\/\/seekingalpha.com\/article\/296433-dell-s-transition-from-phase-i-to-phase-ii-restructuring-creates-best-buying-opportunity\" target=\"_blank\">Dell&#8217;s Transition Creates Buying Opp<\/a> by Kedar Special Situations<br \/>\n<a href=\"http:\/\/seekingalpha.com\/article\/295758-is-dell-a-buy-in-the-wake-of-hp-s-failures\" target=\"_blank\">Dell: Still Not For Growth Investors<\/a> by Helix Investment Management<\/p>\n<p>Seeking Alpha likes to do these dueling headlines together, but in this case the second one is misleading: the bulk of the article is about what a great turnaround story Dell has, it&#8217;s just not going to register in the stock price soon enough for growth investors.<\/p>\n<p>The common element is that Dell has a good turnaround story. However it has gone nowhere in the last 2 years, after a strategic re-orientation that started almost 4 years ago. The problem is, non-Apple computers are a commodity business with low margins, and that historically has been its main business. So it&#8217;s having to scramble to diversify, but it&#8217;s doing a much better job than HP.<\/p>\n<p>I&#8217;ll want to start watching it more closely when it gets to 17. I set up an alarm in Yahoo. (The actual recent high was 17.60 on 2011 July 20.)<\/p>\n<p>UPDATE 2016 August 28<\/p>\n<p>In 2013 Dell was taken private by its founder, and is no longer publicly traded.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Turning around, but scrambling to diversify before Apple eats its lunch. <a href=\"https:\/\/amosnewcombe.info\/wordpress\/2011\/09\/29\/dell\/\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[40,41,42],"class_list":["post-73","post","type-post","status-publish","format-standard","hentry","category-investing","tag-dell","tag-seeking-alpha","tag-watch"],"geo":{"latitude":41.9439277999999973189915181137621402740478515625,"longitude":-74.0088805999999976847902871668338775634765625,"description":"Kingston, New York, 12401, US"},"_links":{"self":[{"href":"https:\/\/amosnewcombe.info\/wordpress\/wp-json\/wp\/v2\/posts\/73","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/amosnewcombe.info\/wordpress\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/amosnewcombe.info\/wordpress\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/amosnewcombe.info\/wordpress\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/amosnewcombe.info\/wordpress\/wp-json\/wp\/v2\/comments?post=73"}],"version-history":[{"count":7,"href":"https:\/\/amosnewcombe.info\/wordpress\/wp-json\/wp\/v2\/posts\/73\/revisions"}],"predecessor-version":[{"id":482,"href":"https:\/\/amosnewcombe.info\/wordpress\/wp-json\/wp\/v2\/posts\/73\/revisions\/482"}],"wp:attachment":[{"href":"https:\/\/amosnewcombe.info\/wordpress\/wp-json\/wp\/v2\/media?parent=73"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amosnewcombe.info\/wordpress\/wp-json\/wp\/v2\/categories?post=73"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amosnewcombe.info\/wordpress\/wp-json\/wp\/v2\/tags?post=73"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}