﻿<?xml version="1.0" encoding="utf-8"?><rss version="2.0"><channel><title>SI - DELL</title><link>http://siliconinvestor.advfn.com/subject.aspx?subjectid=2993</link><description>
Does anybody have any thoughts on this company?  At its current level it seems pretty cheap.  If it was not for the rest of the industry coming out with negative news I think that the stock price would be higher.  From what I gather, in the second half of this year this stock should take off.  I have a position in this stock already and I'm thinking of strengthening my position in anticipation of a good second half of the year.


</description><copyright>Copyright © 2009 Talkzilla (TZ Holdings, LLC) All rights reserved.</copyright><ttl>10</ttl><item><title>[stockman_scott] The Dell Earnings Debacle: The Day After

http://blogs.barrons.com/techtraderd</title><description>The Dell Earnings Debacle: The Day After

http://blogs.barrons.com/techtraderdaily/2009/11/20/the-dell-earnings-debacle-the-day-after/...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26116781</link><pubDate>11/21/2009 12:05:44 AM</pubDate></item><item><title>[BWAC] &lt;&lt;"Someday Dell will own it all". &gt;&gt;

Given enough time at the Option Grant Pi</title><description>&lt;&lt;"Someday Dell will own it all". &gt;&gt;

Given enough time at the Option Grant Pig trough and Dell will on it all. All that incentive for performance....</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26116199</link><pubDate>11/20/2009 7:18:21 PM</pubDate></item><item><title>[stock bull] Watching Dell is like watching a train wreck in slow motion.

It seems like ye</title><description>Watching Dell is like watching a train wreck in slow motion.

It seems like yesterday that Kemble was ranting, "Someday Dell will own it all". Those...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26115787</link><pubDate>11/20/2009 4:06:01 PM</pubDate></item><item><title>[kaka] John,

Re: 'why do we even follow this stock anymore &lt;ggg&gt;...'

It's like a </title><description>John,

Re: 'why do we even follow this stock anymore &lt;ggg&gt;...'

It's like a horror flick, where you cover your eyes with your hand, but always nee...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26115595</link><pubDate>11/20/2009 3:06:55 PM</pubDate></item><item><title>[John Koligman] Interesting tidbit from a NY Times article on Dell today..

Regards,
John

</title><description>Interesting tidbit from a NY Times article on Dell today..

Regards,
John

 " The extent of Dell’s long-term structural problems came to light th...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26115131</link><pubDate>11/20/2009 12:40:24 PM</pubDate></item><item><title>[John Koligman] Gary, why do we even follow this stock anymore &lt;ggg&gt;...

Happy Thanksgiving,
</title><description>Gary, why do we even follow this stock anymore &lt;ggg&gt;...

Happy Thanksgiving,
John...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26114765</link><pubDate>11/20/2009 11:05:52 AM</pubDate></item><item><title>[kaka] John,

re: 'This time, lots of talk about how Mikey is 'speeding things up', h</title><description>John,

re: 'This time, lots of talk about how Mikey is 'speeding things up', has revamped top management, and has now changed his tune about 'large ...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26112845</link><pubDate>11/19/2009 4:07:55 PM</pubDate></item><item><title>[stockman_scott] Dell enters smartphone market

http://www.ft.com/cms/s/0/21370f1c-d07b-11de-af</title><description>Dell enters smartphone market

http://www.ft.com/cms/s/0/21370f1c-d07b-11de-af9c-00144feabdc0.html?referrer_id=yahoofinance&amp;ft_ref=yahoo1&amp;segid=0305...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26097670</link><pubDate>11/13/2009 6:59:58 PM</pubDate></item><item><title>[stock bull] Yes, I heard about the phone. Almost seems that he's trying to implement a hybri</title><description>Yes, I heard about the phone. Almost seems that he's trying to implement a hybrid model of what Apple and HP are doing.

Stock Bull...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26028967</link><pubDate>10/18/2009 9:31:19 PM</pubDate></item><item><title>[stockman_scott] Michael Dell Confirms First U.S. Smartphone Coming in 2010 and Talks About Futur</title><description>Michael Dell Confirms First U.S. Smartphone Coming in 2010 and Talks About Future Strategies

http://www.maximumpc.com/article/news/michael_dell_con...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26028928</link><pubDate>10/18/2009 9:00:05 PM</pubDate></item><item><title>[stock bull] I suspect that in time Dell will emerge from all this as a much different and st</title><description>I suspect that in time Dell will emerge from all this as a much different and stronger company. However, it sure won't resemble the Dell of old.

I ...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26027379</link><pubDate>10/17/2009 7:03:14 PM</pubDate></item><item><title>[John Koligman] There's another lead article in the current issue of Business Week on Dell.  Thi</title><description>There's another lead article in the current issue of Business Week on Dell.  This time, lots of talk about how Mikey is 'speeding things up', has reva...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26027351</link><pubDate>10/17/2009 6:31:30 PM</pubDate></item><item><title>[stock bull] This will be an in place upgrade. It a free upgrade from HP. So, I trust they wi</title><description>This will be an in place upgrade. It a free upgrade from HP. So, I trust they will get it right, but I'll double check.

Stock Bull...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26026092</link><pubDate>10/16/2009 8:56:08 PM</pubDate></item><item><title>[Robert G] If you are doing an in place upgrade and not a clean install be sure you get the</title><description>If you are doing an in place upgrade and not a clean install be sure you get the right version.

[chart]mossblog.allthingsd.com/files/2009/08/window...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26026064</link><pubDate>10/16/2009 8:46:06 PM</pubDate></item><item><title>[stock bull] Thanks for the information. I sure hope W7 fixes all my Vista problems.</title><description>Thanks for the information. I sure hope W7 fixes all my Vista problems....</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26026053</link><pubDate>10/16/2009 8:31:24 PM</pubDate></item><item><title>[Robert G] I've been running Win 7 since January and as my main system the beginning of Jun</title><description>I've been running Win 7 since January and as my main system the beginning of June.  I think it's pretty awesome.  Hasn't crashed once and seems very f...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26026020</link><pubDate>10/16/2009 8:15:33 PM</pubDate></item><item><title>[JessicaD42] John,

There are several new features that are included in Windows 7 that offe</title><description>John,

There are several new features that are included in Windows 7 that offer several advantages in the areas of performance, security and virtual...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26025930</link><pubDate>10/16/2009 7:29:36 PM</pubDate></item><item><title>[stock bull] The problem with Michael Dell is that he turned th</title><description>The problem with Michael Dell is that he turned the company over to Rollins. He drove the company into the ground. Michael stood on the sidelines to l...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26024673</link><pubDate>10/16/2009 12:50:47 PM</pubDate></item><item><title>[John Koligman] One problem with Dell is it looks to me as if they were the last to see and now </title><description>One problem with Dell is it looks to me as if they were the last to see and now finally try to address the 'services' issue. I remember how Mikey used...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26024633</link><pubDate>10/16/2009 12:38:21 PM</pubDate></item><item><title>[BWAC] &lt;&lt;cut more than 10,000 jobs, outsourced 40 percent of production and entered the</title><description>&lt;&lt;cut more than 10,000 jobs, outsourced 40 percent of production and entered the smart-phone market in China&gt;&gt;&gt;

That'll turn out bad.

&lt;&lt;Dell bus...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26024488</link><pubDate>10/16/2009 12:01:02 PM</pubDate></item><item><title>[stock bull] Turning around a company, especially a large one, isn't easy. It's like turning </title><description>Turning around a company, especially a large one, isn't easy. It's like turning an aircraft carrier. You can' do it on a dime.

It will take time to...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26023662</link><pubDate>10/16/2009 1:56:21 AM</pubDate></item><item><title>[stockman_scott] Dell’s ‘Reshaping’ of PC Maker Means Chasing Services (Update2) 

By Connie Gu</title><description>Dell’s ‘Reshaping’ of PC Maker Means Chasing Services (Update2) 

By Connie Guglielmo

Oct. 15 (Bloomberg) -- When Salesforce.com Inc. Chief Execu...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26023652</link><pubDate>10/16/2009 1:45:35 AM</pubDate></item><item><title>[stock bull] I sure understand your position. I recently purchased a desktop from HP and have</title><description>I sure understand your position. I recently purchased a desktop from HP and have been having nothing buy problems. Their tech support is a joke.

Th...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26023188</link><pubDate>10/15/2009 8:55:40 PM</pubDate></item><item><title>[Raptech] I have been a die hard Dell fan and have purchased for myself and clients probab</title><description>I have been a die hard Dell fan and have purchased for myself and clients probably 50 or so computers. I recently purchased a new laptop for personal ...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26023172</link><pubDate>10/15/2009 8:46:19 PM</pubDate></item><item><title>[stock bull] I have Vista 64 and it's a mess. I'm hoping that Windows 7 will fix all the free</title><description>I have Vista 64 and it's a mess. I'm hoping that Windows 7 will fix all the freezing, crashing and other problems that I've experienced with Vista. If...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26022040</link><pubDate>10/15/2009 2:41:29 PM</pubDate></item><item><title>[John Koligman] "I spent my career in the computer industry."  I also spent quite a bit of time </title><description>"I spent my career in the computer industry."  I also spent quite a bit of time in the industry before quitting to try and make it as a trader.  Start...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26021780</link><pubDate>10/15/2009 1:34:31 PM</pubDate></item><item><title>[stock bull] Hi John,

Re: &lt;&lt;It's amazing when one looks back, in 2001 I bought a Dell work</title><description>Hi John,

Re: &lt;&lt;It's amazing when one looks back, in 2001 I bought a Dell workstation for trading that had a 1GHZ Pentium processor and 256MB of RDR...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26021749</link><pubDate>10/15/2009 1:26:27 PM</pubDate></item><item><title>[John Koligman] SB, I really wonder if it's ever going to change. </title><description>SB, I really wonder if it's ever going to change.  AAPL still gets decent service ratings but it's computers are way more expensive, so they can affor...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26021527</link><pubDate>10/15/2009 12:38:30 PM</pubDate></item><item><title>[stock bull] Here's a way to get US based tech support. If you buy a Dell, HP or any other co</title><description>Here's a way to get US based tech support. If you buy a Dell, HP or any other computer from Costco you get tech support from Costco. It's there Concie...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26021345</link><pubDate>10/15/2009 11:53:00 AM</pubDate></item><item><title>[kaka] yea, but they're coming out with a new smartphone.  Watch out Apple ;-)</title><description>yea, but they're coming out with a new smartphone.  Watch out Apple ;-)...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26020829</link><pubDate>10/15/2009 9:30:57 AM</pubDate></item><item><title>[BWAC] &lt;&lt;&lt;'soon, Dell will own it all'&gt;&gt;&gt;

And they cou</title><description>&lt;&lt;&lt;'soon, Dell will own it all'&gt;&gt;&gt;

And they could have, had they maintained and built upon a true commitment to servicing the customer.

This is ...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26020748</link><pubDate>10/15/2009 8:52:16 AM</pubDate></item><item><title>[Bicycle] I cannot speak for others buying a computer, but for me, it's a major purchase a</title><description>I cannot speak for others buying a computer, but for me, it's a major purchase and I refuse to do business with someone when I cannot understand a wor...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26020692</link><pubDate>10/15/2009 8:14:22 AM</pubDate></item><item><title>[John Koligman] Wow, that was fast &lt;gggg&gt;.  I still remember sparring with the 'true believers' </title><description>Wow, that was fast &lt;gggg&gt;.  I still remember sparring with the 'true believers' that were on this thread a decade ago following Mikey's every word and...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26020311</link><pubDate>10/14/2009 11:37:54 PM</pubDate></item><item><title>[TraderS] Dell's customer's service is the worst and for this very reason I will never buy</title><description>Dell's customer's service is the worst and for this very reason I will never buy their stock....</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26020052</link><pubDate>10/14/2009 9:33:15 PM</pubDate></item><item><title>[BWAC] Must be the wonderful customer service premium built into the higher Dell priced</title><description>Must be the wonderful customer service premium built into the higher Dell priced model? Or the Dell website that has costly add-ons for every conceiva...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26019952</link><pubDate>10/14/2009 8:50:53 PM</pubDate></item><item><title>[Sr K] It only took an hour.

5:07 PM 
MarketWatch

The biggest change in the PC l</title><description>It only took an hour.

5:07 PM 
MarketWatch

The biggest change in the PC landscape was Acer Inc. supplanting Dell Inc. in the No. 2 slot for wor...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26019822</link><pubDate>10/14/2009 7:54:59 PM</pubDate></item><item><title>[John Koligman] Acer: We'll pass Dell 'very soon'
by Erica Ogg

Acer President Gianfranco Lan</title><description>Acer: We'll pass Dell 'very soon'
by Erica Ogg

Acer President Gianfranco Lanci is feeling confident these days. At a news conference in London Wed...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26019211</link><pubDate>10/14/2009 4:06:51 PM</pubDate></item><item><title>[BWAC] You're right on it. Dell hosed NC and now those jobs go overseas. More wonderful</title><description>You're right on it. Dell hosed NC and now those jobs go overseas. More wonderful news for unemployment, consumers, and the Stock MarkIT to rally upon....</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26001177</link><pubDate>10/7/2009 2:38:11 PM</pubDate></item><item><title>[John Koligman] Saw a headline about a half hour ago that Dell is </title><description>Saw a headline about a half hour ago that Dell is closing it's North Carolina plant.  If memory serves me correctly, I believe it wasn't that long ago...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=26001142</link><pubDate>10/7/2009 2:28:42 PM</pubDate></item><item><title>[Reilly Diefenbach] Dell profit down 23 pct but surpasses estimate

Dell profit sinks 23 percent i</title><description>Dell profit down 23 pct but surpasses estimate

Dell profit sinks 23 percent in slumping PC market but beats Wall Street estimates

    * By Jorda...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=25898056</link><pubDate>8/27/2009 7:56:48 PM</pubDate></item><item><title>[John Koligman] That one was a classic.  I'm sure Mikey wishes he had NEVER said it, but when on</title><description>That one was a classic.  I'm sure Mikey wishes he had NEVER said it, but when one's company is riding high perhaps hubris slips out on occasion.  Funn...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=25821500</link><pubDate>7/29/2009 10:34:45 AM</pubDate></item><item><title>[kaka] Hi John,

I'm sure you remember the first line of this story :-)

cheers,
</title><description>Hi John,

I'm sure you remember the first line of this story :-)

cheers,


http://brainstormtech.blogs.fortune.cnn.com/2009/07/29/apple-dell-h...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=25821443</link><pubDate>7/29/2009 10:24:07 AM</pubDate></item><item><title>[Sr K] http://overlawyered.com/2009/07/dell-agrees-to-pay-9-1-million-in-discrimination</title><description>http://overlawyered.com/2009/07/dell-agrees-to-pay-9-1-million-in-discrimination-case/
...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=25820498</link><pubDate>7/28/2009 10:22:13 PM</pubDate></item><item><title>[John Koligman] Now K, do ya really want to see Cisco stock tank?  &lt;ggg&gt;  I suppose anything is </title><description>Now K, do ya really want to see Cisco stock tank?  &lt;ggg&gt;  I suppose anything is possible, but this one is WAY out in left field IMO!!

Best regards,...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=25809489</link><pubDate>7/24/2009 10:26:08 AM</pubDate></item><item><title>[kaka] Hi John,

How's this for a twist?



Why Cisco Should Buy Dell
Allan Lein</title><description>Hi John,

How's this for a twist?



Why Cisco Should Buy Dell
Allan Leinwand | Friday, July 24, 2009 | 12:00 AM PT | 8 comments 

 The skirm...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=25809454</link><pubDate>7/24/2009 10:15:28 AM</pubDate></item><item><title>[allyaustin] Great dd on this board. I'm a new poster but long term DELL shareholder who look</title><description>Great dd on this board. I'm a new poster but long term DELL shareholder who looks forward to sharing with everyone here.

Congrats to Bob Z also on ...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=25792094</link><pubDate>7/17/2009 6:16:10 PM</pubDate></item><item><title>[John Koligman] Thanks.  It looks like the reason was the 'management update', and the market ap</title><description>Thanks.  It looks like the reason was the 'management update', and the market apparently doesn't care too much for the margin and growth outlook.

R...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=25781956</link><pubDate>7/14/2009 2:14:36 PM</pubDate></item><item><title>[Sr K] Dell Financial Services was operated by CIT, with the ownership 70% Dell, but in</title><description>Dell Financial Services was operated by CIT, with the ownership 70% Dell, but in FY 2008, Dell brought the operation all inside, AFAIK.

latest 10-K...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=25781753</link><pubDate>7/14/2009 1:15:22 PM</pubDate></item><item><title>[John Koligman] Well enjoy!  I seem to recall (all those cobwebs in my brain) that some years ag</title><description>Well enjoy!  I seem to recall (all those cobwebs in my brain) that some years ago Dell was linked to CIT.  Over the past few days there has been some ...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=25779087</link><pubDate>7/13/2009 1:49:08 PM</pubDate></item><item><title>[kaka] Hi John,

Until you mentioned it, didn't see the trading code story.  The mind</title><description>Hi John,

Until you mentioned it, didn't see the trading code story.  The minds of certain individuals !!!

The past week and a half I've been hav...</description><link>http://siliconinvestor.advfn.com/readmsg.aspx?msgid=25779037</link><pubDate>7/13/2009 1:33:01 PM</pubDate></item></channel></rss>