NEW YORK (TheStreet) -- A glance at Dell's (DELL) earnings and forecast reveals financial feet of clay. Fourth quarter earnings and first quarter guidance came in light. Dell, to be certain, is suffering the fate of the PC maker. The company stands unable to compete with the move toward tablets (AAPL), as well as vulnerable to cutbacks in federal and state technology spending. Dell is making attempts to transform into a broader provider of technology services like IBM (IBM), but its efforts so far exist in a state of suspended adolescence.Dell is also a victim of temporary circumstance: specifically, the Thai floods. But several media outlets, including Investor's Business Daily, make absolutely no mention of the flooding. That's no good. The floods hit the fourth quarter, raising the price of disc-drives and creating a shortage. That's a legitimate and temporary issue. Temporary issues are, of course, better than systemic ones.
Dell Earnings Explainer
Check Out Our Best Services for Investors
Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.
- Model portfolio
- Stocks trading below $10
- Intraday trade alerts
David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.
Every recommendation goes through 3 layers of intense scrutinyquantitative, fundamental and technical analysisto maximize profit potential and minimize risk.
More than 30 investing pros with skin in the game give you actionable insight and investment ideas.