Investopedia: Without Better Execution, Dell's Supposed Value Is Moot

As Dell (Nasdaq:DELL) is getting its clock cleaned in the wake of another disappointing quarter, I expect to see a bevy of articles pointing to how cheap this stock really is, and how smart investors should buy in today to reap the great future gains.

I understand how it's easy to run the numbers on Dell and come away thinking that. Unfortunately, value rarely drives tech stocks and particularly not in the face of poor execution. Perhaps more than anything else, Dell management needs to convince the Street that there is some method to the apparent madness of its buyout binge and that the company can actually gain and hold share in markets worth having.

Read more here:
http://stocks.investopedia.com/stock-analysis/2012/Without-Better-Execution-Dells-Supposed-Value-Is-Moot-DELL-HPQ-IBM-MSFT0525.aspx