dlw003

Dell: No Angles Left?

>>dlw03: "Hi. I. want. to. be. a. big. time. in-ves-tor. so. I. will. sit. here. and. argue. trivia. while. missing. the. big. picture. because. I. really. have. no. money. to. invest. other. than. what. mom. gives. me. in. allowance. I. am. too. stupid. to. latch. onto. wisdom. I. like. to. argue. senselessly. like. all. other. 12. year. old. kids."

Investment professionals don't waste time with morons. Consider yourself lucky I wasted my time abusing you. But now you have been dismissed kid. When you become the top 1% of Wall Street minds come back and see me. I'll be glad to talk to those in my club. Somehow I can't see me dealing with you though. I doubt you could even pass the Series 7.<<

Is this all you got? This is like the villian tossing his gun at Superman after running out of bullets. After showing how idiotic your investment stragedy was, this is all you can come up with to defend your position?

A word of advice. The next time you show up for a gunfight. Show up with more than a dull knife.

Dell: No Angles Left?

>>Yes, Jobs has been a terrible CEO in the past and the inconsistent earnings proves that.<<

By inconsistant, you do mean that it never stays that same and keeps going up. Right? You do know that Jobs was not CEO of Apple from 1985 to 1997. Right? Jobs was CEO of Pixar and NeXT during this time. And what did NeXT market? OpenStep. An OS for 486 architecture. OpenStep led to Rhapsody. Which led to OSX. Which is why Apple didn't have any trouble converting OSX from an IBM (not Apple) PPC chip to an Intel 486 chip.

>> His terrible decisions to resist Windows ostrasized his products. This was responsible for the tiny market Apple was stuck with for many year<<

Just think for once. If Apple had gone with Windows back in the 80s' they would be one of the dozens of computer companies that were put out of business by Dell. Companies like Packard Bell, Compaq, Bell and Howell, ATT, Xerox, Gateway and IBM (they only sell laptops now) are just some of the big companies. There were dozens of smaller mail order companies that all disappeared in Dells' wake. Apple decision to stick with their own OS was the reason why they are still here today. Dell could not take away Apples' niche market. As small as it was, it was big enough for Apple to survive Dell. The only other company to survive is HP. And they had to buy out Compaq to do it.

Apple still don't do Windows. Just because Window can run on a Mac doesn't mean the Jobs wil ever sell a Mac with Windows installed. The only reason Windows run on a Mac is becasue Apple (Jobs) switchednt to an Intel 486 chip. And the only reason Jobs switched was because he needed a chip that could run in both his destop and laptop computers. Jobs likes to keep things simple. If you look back, Jobs likes to use the same G3, G4 or G5 chip in both desktop and laptop. He didn't want to use some cripple mobile version of the chip in his laptops. But IBM ran into trouble in making a faster G5 chips that can run in a laptops. So Jobs went with the low-power consumption Intel Core-Duo. This was the only reason why Jobs switched to Intel. Being able to run Windows is just something he couldn't do anything about. Don't be surprise if the next version of OSX can run Windows programs without Windows being installed. It's been rumoured for some time now.

Dells model is to find a wau to "make it cheaper, not better" and people will buy your product. Apple on the other hand model is to find a way to build it better and people will happily pay for it. Well, Dell got off to a great start and got a big early lead. But unfortunately for M. Dell, no one told him that the race is a marathon not a sprint. So Dell is now back there competing with Lenovo and Acer to see who can make the most money selling cheap PCs' to people that want to buy the "least affordable" PC they can afford. Meanwhile Apple is creating new markets by selling innovative products that people are willing to pay for. There is no bragging rights in running the fastest first mile of a marathon if you can't finish the race.

Dell: No Angles Left?

>>To dlw..you are clearly an idiot. I did not botehr to state the different SEC filings used by insiders because I did not want to cloud the minds of kids like you. And if you think that a CEO is unable to gradually sell off large blocks of shares of company stock without the share price staying afloat then you need to examine the case of Bill Gates over the past decade. <<

Do you actually read what you post? Or do you just put your head up your ass and pull out what's there?

It was you, in a previous post, that stated that you can "predict" a down turn in Dell share price by monitoring how many shares M. Dell sells. Obviously if M.Dell sells 1 million shares every quarter (for the past 5 years) on pre-arrange sales, it will not affect the stock price. Nor will it tell you anything about Dell future stock price. But you stated that if M. Dell were to all of sudden sell, say, 5 million shares in a quarter, that you can use this info to "predict" a huge drop in Dell stock price. I just pointed out that this will not be the case because M. Dell would be accused of "insiders trading" if that was the reason behind the sale. I'm not saying that M. Dell can't all of a sudden sell 5 million shares in a quarter. He may had already pre-arranged the sale to get cash for a new mansion in Texas. But I am saying that you are an idiot for even thinking that you can "predict" a drop in Dell share price by monitoring how many shares M. Dell sells.

And I won't even go into how the stock sales by ececutives aren't revealed to the public until the release of the SEC filing. Which will probablly be after any reason for a price drop. Unless of course you got "inside" information and knew about the sales before the SEC released the filing to the public. In which case you would be charged with "insiders trading".

Any good invester knows that there are thousands of good reasons why executives sells their stock in their company, And none of them has anything to do with a future drop in stock price. However, there;s only one good reason for executives to buy stocks in their company. That is that they think the stock price will go up in the future.

After reading several more of your post I now know what you're an expert in. You're a "Real Expert" in NOTHING.

Dell: No Angles Left?

>>In conclusion, it looks like Apple has finally arrived as a legitamate company but I certainly would not be buying it here because you had better believe it has some big problems down the road.<<

The only problem Apple is going to have down the road is making enough of their produscts ro meet demand.

>>As for Dell, keep an eye on how much and how often he sells his stock..not options exercise but stock, as he still owns a large amount. If he starts to bail, you can bet that Dell will be pulverized. All that aside, I wouldn't be buying Dell unless it dropped below $14, and even en only for an intermediate-term trade based on undervaluation.<<...

The SEC has a name for this. It's called "insiders trading". Ask Martha Stewart about how that works. If you think for a second that M. Dell can unload a boat load of his stocks before his companyl takes a huge downturn, then you are clueless in the world of investing.

Just what are you an expert on?

Dell: No Angles Left?

The Dell model worked in the late 80s' and 90s' because technology was advancing at a break neck clip. Back then, the conponets that went into making a PC became obsolete in a matter of months. You either got more of it , it got faster or it got cheaper to make by the month. An already built PC was worth less and less by the day as it sat on the shelve unsold. A vender woulfd be lucky if it sold for what it cost to make after just 1 month of sitting on the shelf.

But al that has changed. What was once .50 per MB of HD space is now .50 per GB. $50.00 per MB of RAM is now $50.00 per GB. 32MB of video RAM is all most consumers will ever need. Processor speed has stop increasing 20% every 3 months. Speed is no longer an issue. It's heat and power consumption. The Dell model doesn't work anymore because the most expensive conponet in building a PC is now the labor amd shipping. It now takes 3 months or more for a PC to devalue to the point of the cost to build it. No one needs any more HD space than what a PC ready comes with. and the retail shop can max out the RAM for $50.00 if needed. There is no longer an advanage to a build to order model in hopes of the conponets getting cheaper a month later. It's now much for profitable to order your conponets in larger quanitoes to get the pricing. The Dell model is broken and can no longer be fixed. Unless they discover a source of really cheap labor than the other venders haven't yet found out about.

M. Dell should follow his own advice and break up the company and return the money to it's shareholders. Either that or instead of buying back Dell shares, he should be buying AAPL shares. A much better return of investment