An interesting analysis on how cheap Dell is and how they are spending capital on share repurchases (as opposed to acquisitions that other companies in the space seem to be doing). The exact math is debatable since if Dell buys back 25% of their shares, it is unlikely they'll be able to do all of that at today's prices. But with Mr. Market in a pessimistic mood these days, who knows?
http://seekingalpha.com/article/293627-dell-could-repurchase-25-of-its-shares-in-the-next-12-months-and-barely-dent-its-cash-hoard
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