Fez re: the possibility of a DELL/IBM tie up is reason enough to stay in this stock.
I have an unambitious, boring +40% outlook for Dell Stock appreciation to match its next 4 years of +40% growth, and no large mergers. When others focus on the old way to view the future of companies (proprietary products, new gee whiz products, pseudo-monopoly advantages, etc.)I look at the internal process revolution that drives Dell's costs to be half of any of its competitors. Don't accept my view, but consider what M. Dell says (Dell, Direct Line to the Future, Austin 360 article mentioned earlier, I think by T.R.)
From the Article:
In a speech last year, Dell said standardization makes it difficult for brands to stand out on performance alone.
"As the information industry matures and the companies in it become more fully developed, product differentiation is becoming more difficult to achieve," he said. "It will give way to process innovation as the fundamental source of competitive advantage."
Cheers,
Mike |
