Dell is a company that I think may have some value here but as its earnings growth comes down I think investors are looking at a multiple closer to where earnings growth rate is starting to show signs of bottoming out.

Walter Winnitzki

Company Dell Earnings Growth Its Think Value

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When you cut through some of the issues associated with Asia, the underlying demand for personal computer technology is still quite healthy.

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What we're seeing with tech is consistent with the last few weeks and before. There's a lot of red out there and it doesn't seem to be any one sector in particular.

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Earnings have been much better than we expected, so I'm guessing the Nasdaq situation is purely a result of Dell cutting its outlook going forward.

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The market's at the top of a range here. The earnings reporting period basically ended with Dell and now the market is waiting for a new catalyst.

— Donald Selkin

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