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Dell Computer Corporation (DELL) Message Board

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  • r91198 r91198 Oct 29, 1999 9:21 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.

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