mollytjm

Dell: Where's the Competitive Advantage?

excellent article. most articles about the tech industry never mention the MOAT, which is so important for survival of a company. DELL was so well positioned. it's decision to go from being one of the best in consumer tech support to one of the worst by outsourcing to the lowest bidder, was it's death nell. Sad, really. that choice showed lack of vision and uncaring greed, to say the least. This tarnished it's reputation terribly. and those kiosks in the malls...sigh. the people hired were so unknowledgeable. they knew less than the guys at wal-mart about the computer they sold. and at my mall, the apple store was a hallway away, where smart, informed, consumer friendly staff couldn't wait to let you play with the toys. Apple's well earned great reputation, on the basis of cool, user friendly products, innovation and customer service, is a moat hard to cross... and the drawbridge is also up. this is a company with vision. right now Jobs is at the front of that...but there are many others in the company who are brilliant, innovative and have vision, so this will continue. i'm long APPL and have no other tech company stock because i don't see any other moats.
thank you for a very intelligent article.