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Technology Stocks : Compaq
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To: rudedog who wrote (91084)5/3/2001 1:57:57 PM
From: profile_14  Read Replies (2) of 97611
 
Furthermore, I think Dell is waving the market share flag and making blunt statements of brutal competition in an attempt to put forward a marketing message that is aggressive AND that at the same time, masks the real issue, which is that they are going to have lousy earnings for a while to come. Instead of warning, just mask it as something else while dropping prices a little bit more now that inventory issues at the chip makers are not a bottleneck.

Dell made disparaging comments regarding Steve Jobs and Apple Computer in the latest BusinessWeek issue. I think that either he is a great poker player or the biggest fool for being openly vociferous about his competition in a way that shows more his anxiety than his acumen for competing and making money. I would not call those statements worthy of a first class CEO. You also win by being humble and killing them with kindness, not by being brazen and openly uncouth.
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