Fast Money's Potential Dell Takeover Targets
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Date updated:09-23-2009

Dell has over $11 billion in cash on the balance sheet and "it's been pretty open about saying it wants to beef up its enterprise business." adds Bernstein analyst Toni Sacconaghi. "I think Dell wants to move into software and other higher margin hardware categories such as storage."

symbol name last price % change open
  • +
  • CRM
    Salesforce.com In
  • $62.56
  • -0.03%
  • $62.07

The kinds of companies Sacconaghi can see Dell buying follow: Salesforce.com (CRM), Compellent Tech (CML) and CommVault (CVLT).

People owning CRM also tend to own: AAPLGOOGRVBDARRSGIGMOPSWPGIC

TheStreet.com Rating: B- What is this?

  • +
  • CML
    Compellent Tech I
  • $22.16
  • +3.02%
  • $21.46

The kinds of companies Sacconaghi can see Dell buying follow: Salesforce.com (CRM), Compellent Tech (CML) and CommVault (CVLT).

People owning CML also tend to own: ALTIAMGNATIAUYBACBJSC

TheStreet.com Rating: C What is this?

  • +
  • CVLT
    Commvault Systems
  • $21.32
  • -1.84%
  • $21.69

The kinds of companies Sacconaghi can see Dell buying follow: Salesforce.com (CRM), Compellent Tech (CML) and CommVault (CVLT).

People owning CVLT also tend to own: APKTARUNAUTHAVAVBBNDBLOGCAVM

TheStreet.com Rating: B What is this?

  • +
  • CERN
    Cerner Corporatio
  • $75.84
  • -0.05%
  • $75.73

Meanwhile, the market moved stocks higher that were perceived to have takeover potential, however Sacconaghi does not feel they are targets. That list follows: Cerner Corp (CERN), Computer Program Systems (CPSI) and Eclipsys Corp. (ECLP).

People owning CERN also tend to own: AMZNGEINTCPFESUNHXOM

TheStreet.com Rating: B+ What is this?

  • +
  • CPSI
    Computer Programs
  • $44.10
  • -1.12%
  • $44.55

Meanwhile, the market moved stocks higher that were perceived to have takeover potential, however Sacconaghi does not feel they are targets. That list follows: Cerner Corp (CERN), Computer Program Systems (CPSI) and Eclipsys Corp. (ECLP).

People owning CPSI also tend to own: BKBO.PKCVSCXTI.OBPICOBADAREPAX

TheStreet.com Rating: B+ What is this?

  • +
  • ECLP
    Eclipsys Corporat
  • $19.10
  • -0.37%
  • $19.19

Meanwhile, the market moved stocks higher that were perceived to have takeover potential, however Sacconaghi does not feel they are targets. That list follows: Cerner Corp (CERN), Computer Program Systems (CPSI) and Eclipsys Corp. (ECLP).

People owning ECLP also tend to own: CTSHMDTSTJAAPLAVRXBTZCERN

TheStreet.com Rating: C+ What is this?

  • +
  • HPQ
    Hewlett Packard C
  • $50.04
  • +0.44%
  • $49.58

I'd probably go into Hewlett-Packard (HPQ), counsels Guy Adami. The stock looks great technically.

People owning HPQ also tend to own: ACASCLPMRKPHISHFLVZAA

TheStreet.com Rating: B What is this?

  • +
  • NTAP
    Netapp
  • $30.44
  • -1.26%
  • $30.43

And if you want to play the takeover game, Adami said look at NTAP (NTAP).

People owning NTAP also tend to own: BLUDGSQQQQAAPLBBYBHICOP

TheStreet.com Rating: B- What is this?

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