Yaacov. are you serious?
I have said this for the past two years, the Dell is a thing of the past. Mr. Dell had the novel idea of selling
PC's thrugh the Net, when nobody else was doing it. No every
Tom, Dick and Harry is using the net.
what continent do you live on? only 5% of the world population uses the net. you're part of the 5%.
Dell has no service end,
have you ever read a Dell report? of course they have a service end and it is growing rapidly.
it has no market in Europe, Africa, Middle East and Asia.
this is the kind of statement you'd expect from someone who has not studied this market for two years, not from someone who professes to know a lot
All the have is the US market and they are loosing the edge. CPQ is hard on their tail.
no, CPQ is not hard on Dell's tale. CPQ remains #1 worldwide. how can CPQ be hard on someone's tale unless you assume that someone already controls the market? Dell is hard on CPQ's tale and has been for two years. the market down the street enjoys bad attitudes
As a Dell share holder, as much as I hate to say this, these guys are really lost. Unless they do something fast, they will sink.
what would you suggest they do fast?
They can't go on for the next five years and blame the Y2K problem. Y2K is a thing of the past, they have must adress the problem or we will see Dell at 20's by the end of this year.
you don't live in Europe. this is the reason the Europeans are giving. you should complain to Europe. read a SAP report for comparison. fact remains that Europe is about 2 years behind the U.S. Europe may even fall behind Asia within two years in computing power. |
