Dell's First-Quarter Performance Weighed Down by Encroaching Tablet Competition
publication date: May 23, 2012
Dell reported terrible first-quarter results, and we are putting our fair value estimate of the computer maker under review. Though we expect to lower it materially, we maintain that the firm's shares are significantly underpriced at today's levels. However, we prefer Apple in the portfolio of our Best Ideas Newsletter.
To gain access to the members only content, click here to subscribe. You will be given immediate access to premium content on the site.