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Dell Computer Corporation (DELL) Message Board

  • tilawat_99 tilawat_99 Oct 29, 1999 1:32 AM Flag

    DELL FOLKS: READ THIS - Negative

    OPINION ON DELL FOR NEXT 3
    MONTHS
    +++++++++++++++++++++++++++++++++++++++++

    *Mr. Dell doesnt quite fit the bill of
    his recent
    adds.."We believe in doing
    direct business with
    customers.." ELSE
    he would have known..customers take
    plenty
    of DRAM as a given in any system these days.
    IT
    HAS GONE TO HIS HEAD...I DONT SHORT STUFF
    BUT I
    WOULD ENCOURAGE THOSE WHO DO TO. VERY
    RARELY DO
    MANAGERS MAKE SUCH HUGE GOOF-UP's

    He really has
    many factors against him,
    *His call and reaction to
    Dram prices. IT
    IS SYMBOLIC OF SOME FUNDAMENTAL
    PROBLEM
    HE IS TRYING TO COVER UP.
    *Rising prices
    market not good for DELL
    business model
    *AAPL is
    really redefining the PCs..and
    with system on chip
    PC's, Oracle 199 PC plans,
    CPQ, GTW deals on
    information appliances,
    wireless features on PC's etc..
    HE DOES
    NOT HAVE TOO MUCH CUSHION FOR COST
    CONTROL.
    HE ALSO HAS TO SPEND TO MATCH ALL THIS..
    *CPQ
    is already at bottom, GTW has exclusive
    deal
    with AOL, AAPL is VERY WELL
    DIFFERENTIATED,


    DELL IS STARK NAKED and VALUED FOR 2-3
    YEARS
    AHEAD, PEOPLE WILL CASH IN FOR YEAR END.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • OPINION ON DELL FOR NEXT 3 MONTHS

      +++++++++++++++++++++++++++++++++++++++++

      *Mr. Dell doesnt quite fit the bill of
      his
      recent adds.."We believe in doing
      direct business
      with customers.." ELSE
      he would have
      known..customers take plenty
      of DRAM as a given in any system
      these days.
      IT HAS GONE TO HIS HEAD...I DONT SHORT
      STUFF
      BUT I WOULD ENCOURAGE THOSE WHO DO TO.

      VERY
      RARELY DO MANAGERS MAKE SUCH HUGE

      GOOF-UP's

      He really has many factors against him,
      *His
      call and reaction to Dram prices. IT
      IS SYMBOLIC
      OF SOME FUNDAMENTAL
      PROBLEM
      HE IS TRYING TO
      COVER UP.
      *Rising prices market not good for DELL

      business model
      *AAPL is really redefining the
      PCs..and
      with system on chip PC's, Oracle 199 PC
      plans,
      CPQ, GTW deals on information appliances,

      wireless features on PC's etc.. HE DOES
      NOT HAVE TOO
      MUCH CUSHION FOR COST
      CONTROL.
      HE ALSO HAS TO
      SPEND TO MATCH ALL THIS..
      *CPQ is already at
      bottom, GTW has exclusive
      deal with AOL, AAPL is VERY
      WELL
      DIFFERENTIATED,

      DELL IS STARK NAKED
      and VALUED FOR 2-3
      YEARS AHEAD, PEOPLE WILL CASH
      IN FOR YEAR
      END.

    • For the last time, Dell is not restricting people
      from buying system with large amount of
      DRAM.

      Are you people stupid or are you so desperate to
      short that you are willing to make shit up?

      What
      Dell said was that they will for now push systems with
      fewer DRAM (64 or 96 rather than 128), but more of
      other add-ons (larger hard disk, DVD, etc.).

      You
      can still buy machines with LARGE amount of DRAM. You
      can still buy 1 gig worth of RAM for your PC. You
      just have to pay for it.

      What's wrong with
      that?

    • I hope you were not the brainless wonder that wrote that BULLSHIT opinion....

 

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