DELL follow up

Following last post on Dell estimates, I checked if my assumptions were valid on the quarterly release financials. All expected drop in sales were in line with my estimates but the service growth was not. Even with quest acquisition, Dell did not increase services. I do not know the rationales behind this week Dell’s share price valuation uprising, but I exited my small position at a small (no) profit.

I do think there is value in Dell but I’ll jump back in if my estimates comes true.

Disclosure : none.

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