Articles for Dell

Dell Reshuffles Reporting for Sales and Marketing with Customer-Centric Focus

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Tuesday, January 10th, 2012 by Trefis Team

Dell (NASDAQ:DELL) recently announced a major reorganization that will make all its customer business segments (Public, Large Enterprise, Small Medium Business and Consumer) report to Steve Felice, who has been named President and Chief Commercial Officer. The reorganization will be effective as of first quarter of fiscal 2013 (i.e. February 4th, 2012). The move is aimed to make Dell a better sales organization that is more customer-focused and collaborative.

We currently have a $21.15 Trefis price estimate for Dell.

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Dell Fights Margin Blues, Heads to Western China

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Friday, January 6th, 2012 by Trefis Team

Dell (NASDAQ:DELL) will start PC production at its base in Chengdu City in western China in February or later of 2012, according to Taiwan-based supply chain makers. However, this will not be first count of Dell manufacturing its products in China as the firm already has a manufacturing facility in Xiamen. Dell is currently the third largest PC vendor in the world behind HP (NYSE:HPQ) and Lenovo (PINK:LNVYG), but is still ahead of players like Acer (PINK:ASIFY) and Apple (NASDAQ:AAPL).

We currently have a $21.15 Trefis price estimate for Dell which is significantly above market price.

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Dell Adds Salesforce Service Cloud to its CRM Offering

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Monday, December 26th, 2011 by Trefis Team

Dell (NASDAQ:DELL) announced that it is adding Salesforce Service Cloud, a leading customer service application by Salesforce.com (NYSE:CRM) to its CRM (customer relationship management) suite for small and medium businesses. Dell will add Service Cloud to Dell Cloud Integrated CRM Business Applications, which already includes Salesforce Sales Cloud. It will be available as a subscription based offering. Salesforce.com is currently the leader in the cloud-based CRM software market, which is under siege by traditional enterprise software giants like Oracle (NASDAQ:ORCL), SAP (NYSE:SAP), and Microsoft (NASDAQ:MSFT).

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Downside to HP and Dell as PC Shipments Drop

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Thursday, December 22nd, 2011 by Trefis Team

Intel (NASDAQ:INTC), the world’s largest chip company, recently reduced its fourth quarter revenue estimates by 6.8% citing that the continued hard disk drive supply shortage due to flooding in Thailand is holding up computer manufacturers. This is leading to lost sales for microprocessors and memory chips. With PC manufacturing taking a near term hit, we see some possible downside for leading PC makers like HP (NYSE:HPQ) and Dell (NASDAQ:DELL) using some back of the envelope estimates given our market share and pricing assumptions for these companies.

We estimate PCs make up nearly 13% of our $42 Trefis price estimate for HP.

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How Much Will Killing the Streak 7 Hurt Dell?

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Tuesday, December 13th, 2011 by Trefis Team

According to new reports, Dell (NASDAQ:DELL) has confirmed that it will stop selling Dell Streak 7 in the U.S. The Streak 7 follows the same fate as its predecessor, Dell Streak 5, which was discontinued in the U.S. four months ago. Many are seeing this as Dell’s silent nod to the fact that Android tablets have failed to lure customers in a market dominated by Apple‘s (NASDAQ:AAPL) iPad while others believe the move is due to an increasingly competitive market place – with new entrants like Amazon‘s (NASDAQ:AMZN) Kindle Fire – which is making Dell’s survival in the tablet market difficult.

Dell, on the other hand, is stating that it’s committed to the mobility market and will continue to sell products in the U.S. as well as the other parts of the world. The axing of Dell Streak 7, however, means the company has no other Android tablet offerings in the U.S. Below we discuss the potential impact of this move on the company’s stock.

We currently estimate that tablets make up nearly 2.3% of our $21.15 Trefis price estimate for Dell.

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Dell Focus on Enterprise Paying Off, Though Loses Ground in PCs

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Wednesday, November 23rd, 2011 by Trefis Team

Dell (NASDAQ:DELL) reported flat revenues in its Q3 earnings citing that it chose not to participate in low-value opportunities which have put short-term pressure on revenue growth but have proven to be a real driver in expanding company’s margins. Dell, which recently ceded its position as the second largest PC vendor in the world to Lenovo, focused on growing its enterprise solutions and services business in an attempt to better compete against the likes HP (NYSE:HPQ) and IBM (NYSE:IBM).

See our full analysis on Dell

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Dell Q3 Earnings Tuesday: PC Biz Faces Strong Headwinds

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Tuesday, November 15th, 2011 by Trefis Team

Dell (NASDAQ:DELL) is set to report its third quarter earnings of fiscal 2012 on Wednesday. Here we highlight a few key trends to watch for in the upcoming earnings release. Dell, the third largest PC vendor in the world, offer a number of products and services to both consumers and business clients and competes with firms like Apple (NASDAQ:AAPL), Hewlett-Packard (NYSE:HPQ), and IBM (NYSE:IBM) among others in broad information technology sector.

We currently have a $20.75 Trefis price estimate for Dell, about 35% above the market estimates.

See our full analysis on Dell

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Big Data is for Real: EMC Sees a $70 Billion Industry Growing at Double Digits

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Wednesday, November 9th, 2011 by Trefis Team

According to EMC (NYSE:EMC) President Pat Gelsinger, Big Data is a $70 billion industry and growing at a rapid rate of 15% to 20% a year. In our view, this helps put to rest the notion that ‘Big Data’ is just a fanciful marketing term. As IDC puts it, “Big Data developments will be perhaps the most critical new marketplace for storage solutions providers in the coming decade. Providing a strong portfolio of complete Big Data solutions – hardware, software, and implementation services – will be a high priority to succeed.”

These are indeed exciting times for storage players like EMC, NetApp (NASDAQ:NTAP), HP (NYSE:HPQ), IBM (NYSE:IBM), and Dell (NASDAQ:DELL) among others that now face the challenge of securing their position in an industry undergoing rapid changes. We see outsized returns for the companies well positioned for this trend like EMC.

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Military Use Gives Dell’s Tablets New Life as PC Market Share Slips

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Tuesday, November 8th, 2011 by Trefis Team

Dell Inc. (NYSE:DELL), the third largest PC vendor in the world, hasn’t really been able to capitalize on the rapidly growing mobile market with its Android and Windows based devices failing to strike a cord with customers. However, last week brought Dell’s mobile ambitions some good news as its Android-based Streak 5 tablet received approval from the Department of Defense (DoD) for use on its secure networks. Dell is currently a very small player in the mobile market dominated by players like Apple Inc. (NASDAQ:AAPL), Nokia (NYSE:NOK), Samsung and Research in Motion (NASDAQ:RIMM).

Our Trefis price estimate for Dell stands at $21, which is about 30% above the market price.

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Dell Partners with Baidu to Develop Smartphones & Tablets for Chinese Market

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Tuesday, September 6th, 2011 by Trefis Team

In an attempt to revive its Streak series of smartphones and tablets, Dell (NASDAQ:DELL) is now partnering with China’s search engine Baidu (NASDAQ:BIDU), which has nearly 80 percent share of the country’s search market to target the Chinese market. Right now the Chinese smartphone market is dominated by Apple (NASDAQ:AAPL) and Lenovo devices.

We currently estimate that smartphones and tablets together make up 8% of our $20.75 Trefis price estimate for Dell, which is about 45% above the market price.

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