Merrill still sees risk for 4QDavid Faber with Stocks To Watch on CNBC:
DELL is discussed by Merrill Lynch. They are not particularly bullish on the stock. There is still risk for 4Q although DELL seen as benefiting from drop in DRAM prices. They maintain neutral rating.
For a table with various analysts comments on DELL see
https://www.netcognizance.com/Compu.htm#Views_on_DELL
Faber also mentions ATK, MAT, CPQ, AMCC, HD, HCEN and KLIC. For detials and other news see CNBC Specials page at https://www.compucognizance.com