Dell released its earnings today and in line with lower estimates. Revenue is weaker than expected. CEO Kevin Rollins said the recent release of high end XPS is doing great. China grew 46% in unit sale and 26% in revenue.

Dell is continuing to focus on more profitable storage, server, and enterprise services segments.

Mr. Rollins is confident they can continue to compete on all segments and price points of computing and I see no reason to doubt it.

I see great opportunity to accumulate shares at $28 to $30 level.

This entry was posted on Thursday, November 10th, 2005 at 5:34 pm and is filed under Stock. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.