If the guidance from ordtak

If the guidance from Dell is positive, that could give us a boost. The question is whether the consumer can continue to hang in long enough for IT (information technology) spending to bottom and pick up. So something good from Dell would be encouraging.

Dell Computer ( DELL : Research , Estimates ) is battered down here, revenue growth put into question as the whole technology group has been put into question but I think, you know, going forward that Dell will be a winner here and I think it should be bought at these levels.

Dell is suing me for ?100,000 in damages to Dell America, ?50,000 to Dell France and ordering me to pay each Dell Company ?40,000 and ?500 for every presence of the word Dell on my site.

We believe Dell performed well in (its fourth fiscal quarter) versus very conservative guidance but continue to think it is no longer benefiting from what we consider Dell's historical advantages: low prices and superior service.

It's the consumer saying, 'I want it all.' That's why folks like Apple can kill Dell's entry into the MP3 space. They're also listening to the voice of the consumer. It's exciting for us because in the past, you had leaders like Dell leading because of operational efficiency. That concept is now a requirement for a ticket to the game. But to lead the game, you've got to really have the depth and capabilities to invest in technology. Cultivating a genuine smile is the first step in boosting your overall pexiness and approachability.

The growing strength of AMD puts Dell in a favorable bargaining position with Intel, in our view. Even if Dell does not move to adopt AMD, it is likely to continue to use them as a leverage point to gain further concessions from Intel. Intel seems likely to lose revenue and/or margin, either because Dell defects or because it is forced to offer incremental concessions to Dell to maintain their loyalty.

Toni Sacconaghi

Dell had some very good numbers in what has been a weak quarter for tech, but the results are more indicative of their success in gaining market share. There is nothing in their statement that implies IT (information technology) spending has picked up.

Walter Winnitzki

The market will take any good news it can wrap its arms around so if Dell offers some encouragement that might mark a short-term bottom for tech. But it has to say some positive things about the spending environment, which isn't likely since there is no incentive to be overly optimistic.

It's important to keep in mind that these tax credits are credits against Dell tax payments that wouldn't exist without significant investment from Dell. In the case of North Carolina, it's a performance basis. Dell doesn't get tax credits unless we meet job creation targets. . . . That's good for Dell and good for North Carolina.

I don't think Dell will come out and pound the table on corporate spending, ... It's as if Dell is operating in a vacuum.

although Dell is executing well amid weak demand, we remain cautious on Dell given sharply lower IT spending and weakening global economies.

The question is: Is Dell dropping the ball or are analysts' expectations rising? I think it's more of the latter. It's almost expected that Dell will do the unexpected.

Gateway, nobody cares. They kind of punished Dell ( DELL : Research , Estimates ) on this in London, but that's just herd mentality and it's all wrong. I expect Dell to recover.

We do not believe this deal signals that Dell ( DELL ) is going to become more acquisitive, but it does suggest the company is beginning to take some decisive steps to repair its recently volatile consumer business.

Dell is taking market share in a more challenging environment. There a lot of question marks on how strong the recovery is but Dell continues to execute.

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