Why Dell Warrants a Wait and See Approach

The Curious Investor submits:

Recently read an interesting article on Dell posted by Peridot Capitalist and thought I’d post my two cents on the topic. You may remember my recent post admonishing Dell’s product strategy? Sometimes bad companies can still have good stocks. Could this be the case at Dell?

Dell’s Share Performance
Dell shares are down over 60% over the past year and have been hit harder by the recession than U.S. competitors like Apple (AAPL) and Hewlett Packard (HPQ). At first glance, this may lead you to believe that an opportunity may exist here to buy a company that has been unfairly punished. But, what you

might miss is that Dell’s stock has been in a 5-year funk outclassed significantly by its domestic competitors.

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