Stock bull,
Re: "For Dell to sell toner and inks, they have to sell through retail stores, and this is a new area for Dell. Selling inks directly may not be very successful, as must people just run down to their local store when their ink cartridges run out of ink."
Ink and toner, for me is like toilet paper.....you never purchase enough and always run out at the most inconvenient of time.
Dell will not have to sell inks and toners retail, they'll just have to piggy-back on their well developed e-business model; maybe even e-mail reminders to their printer customers with easy links to the inks that particular customer needs. Then its just pressing a button and ordering. Very simple, no middle-man, no car ride to the local COMPUSA, no lines and traffic....just like the way businesses like it, and consumers will want it. The last time I ordered ink for my HP deskjestt, the whole process took 5 minutes on DELL's web site, and the ink was at my door the next day. Order was placed at nine in the evening, an hour after my local store closed.
CNBC just reported that there was a rumor regarding the SEC looking into MSD's options trades. DELL issued a statement that they know of no investigation. Have to add rumors to qualitative valuation and the litany of other factors in determining a stocks price.
Cheers |
