Read the story and discover how the REAL value of the company and stock price are uncorrelated. Also, read about quantitative aspects of sustainable competitive advantage. The same post is at my blog: www.goldstockanalyst.net

The Hardware sector consists of a number of industries selling commodity products, and one industry with some good moat potential. That's not to say there are not opportunities here, and this article helps to locate them.

Dell's weak performance over the last few years has been due to problems that are fixable. With new leadership from the founder, a renewed business strategy, and a bargain valuation, Dell should be on every value investor's radar.

Excerpt: "Think about it. You hate them, too. They are on television, in newspapers and finance websites, they call you up with their smug advice. "I make my money going against the crowds," they say. As if they are above the mindless masses, the one-eyed cyclopses running amok in mad mobs all over Wall Street."

A segment-by-segment breakdown and valuation of AAPL (including the iPhone) that shows the implied expectations of the current market price.

An interview with Bill Miller.

Morningstar review first-quarter fund letters including Legg Mason Value Fund, Longleaf, Oak Value, Oakmark Select, Third Avenue Value, Tweedy, Browne Value, Weitz Partners Value etc. They see two key themes and several top stocks.

After the Value Investing Congress West, Wally Weitz shares his views on Berkshire Hathaway and Dell on Bloomberg TV.

A comparison of IBM's enterprise marketing efficiency and market share from 1991 through 2000 with Compaq, Dell and Hewlett-Packard. It's performance is likened to the enterprise marketing efficiency and market share of Microsoft in 2006 just prior to Google's purchase of Double-Click.

Investor Trip is this week's host to the Festival of Stocks. This week’s edition has some very good submissions, and the editor highlighted the best entries.

I wanted to turn your thoughts toward Dell they currently have a, back of the napkin, Earnings Yield of around 10 though not particularly cheap it may be an excellent business at a fair price with Michael Dell running the show. Anyway, they should report their restated earnings tonight.

Here is an excerpt from the article: "We think that beaten-up Dell (NasdaqGS: DELL) shares may be a profit

2006 Annual Report from Mason Hawkins' Longleaf Partners. (This is a link that will bring you to Vinvesting where you can click on the actual PDF link - I didn't want to surprise anyone with a PDF!).

Brad Hinton is the first co-manager that veteran value-stock investor Wally Weitz has ever brought aboard his flagship mutual funds. Find out what he likes by clicking on FULL STORY.

SmartMoney talks to Gary Smith, an economics professor at California's Pomona College about the surprising results of a study called "A Great Company can be a Great Investment". Smith ascertain that, contrary to the efficient market hypothesis, certain household names tend to outperform the broad market. He also talks about Philip Fisher and Peter Lynch's approach in the interview.

This week's Barron's discusses the comeback of tech, China funds, Canadian National Resources, Tellabs, Dell as a value play, DaimlerChrysler, and developments in the telecom sector.