Hayweed

Will Dell Succeed with New Device? Doubtful

How is a generic box maker going to make an innovative mobile internet device. The answer is poorly or not at all. Since I am short Dell all I can hope for is that they make this attempt or buy Palm. Either way it is a bloodbath for Dell shareholders. Michael Dell could make generic PCs in his dorm room but what else has he done. PC box making is moving to China and Dell has no value add to the consumer. Why buy a dell when you can buy some generic PC like an Acer for cheaper.

Ba-bye Michael Dell

From 1997

When it comes to the state of Apple Computer, everyone has an opinion.
And at the Gartner Symposium and ITxpo97 here today, the CEO of competitor Dell Computer added his voice to the chorus when asked what could be done to fix the Mac maker. His solution was a drastic one.
"What would I do? I'd shut it down and give the money back to the shareholders," Michael Dell said before a crowd of several thousand IT executives.

PS: Hay Mikey, Please give the money you currently have back to the shareholders as soon as possible. Steve Jobs must laugh at Michael Dell's half ass quote every day.

HP Q2: Revenues and EPS Right in Line

HPQ is like DELL in that they try to sell as many computers as possible while cutting prices in a race to the bottom. This area of the biz is going to cause a lot of pain in future quarters. Seems that the computer biz was down 20% which is pretty poor considering all the chest pounding management has been doing the past few quarters.

Dell's Perplexing Strategy

Apple is a fortune 500 company and It runs on apple.

Dell Gets Ready for a Comeback - Barron's

Dell has 8.3 billion in cash .74 in short term investments
Dell has 8.3 billion in accounts payable and 1.9 billion in long term debt.

Thus the cash is spoken for and not $5 per share as reported. As Dell races to make cheaper and cheaper generic pc products they compete on price by using cheaper labor cheaper parts and less customer service. This is a disaster for the shareholder as market share is not what you want. Profit is. That is why apple with small market share has almost as much revenue as dell and 7 times the profit.

Buyer beware on this stock.

Dell: Pointing Fingers, or Pointing Up?

Didn't Apple just announce their best earnings in company history last quarter and they only sell toys and high priced gear to Apple fanboys. Guess selling generic computers as cheap as possible is a better strategy. Dell appears to be winning the race to the bottom.

HP to Introduce Multiple Touchscreen Products

So what. Putting a touch interface over Vista is lame. Is HP going to create a new operating system. Doubt it. This is just a gimmick to drum up interest. Kind of like the GM volt.