greg...dell left behind???
i'm a long time dell shareholder, and maintain a large dell short put position. it is a remarkable company, but i'm realistic, it can stay in its niche and be the number one pc/server whatever maker in the universe, the company will be extremely profitable, but the market will not value it with the high pe that it has had...this is my concern
the service market is huge, but the dell process model cannot be adapted to other than assembly and manufacturing...all service is to order, it is folly to think they can challenge ibm with an outsourced service division...why use unisys or wang through dell, unless of course you are a dell customer...ibm services beyond their installed hardware.
so what is the answer isp's, free pc's, lower prices...none are the things that a future grows on...dell has the ability, just keep on listening to "mikey"...hey it's growing faster than the s+p, hey watch this space, hey we are coming out of the box...hey "mikey" stop repeating yourself, say something fresh....maybe kemble has an answer, i know he discovers a new piece of the puzzle every day....but should business/investment be as a puzzle.... |
