I am a bull on Dell, just not "raging" Dell a bit
expensive here. Not enough to sell, for me, but also
not buying more right now. That's because I have high hurdle rates.
and some good Dell exposure as it is.I might be buying
some after the recent pull back if I didn't have any.
My NEAR TERM target is also about 90, little higher maybe,
but also think there aren't that many things that are likely
to make an investor more money in say two years than Dell,
so.....Maybe a chance will come to get it cheaper, and maybe
it won't.....
No Dell is not the Microsoft of Box Makers. There isn't one;
won't be one. Nature of the bis. precludes that kind of
lock. (Microsoft can count on the momentum / weight of
every program written for Windows to preclude the entrance
of another operating system; and count on mindshare momemtum
for its Office application products (most people don't Like to have
to learn entirely new software if they can avoid it.)
However, Dell Can be thought of as the Walmart of PC Box
makers. Better, faster, smarter, leaner, meaner. What the
customer wants at cheaper price delivered with great customer
service and efficiency, all enabled by behind the scenes
internal software and techniques that no one else can match or really even understands very well....
And like Walmart Dell is simply putting the little guys out of business, and tending to keep the other big guys (e.g. Compaq) at
bay... I mean, Packard Bell, for instance, is Toast. Host of
other little guys. And the only reason for retail to exist at all
is for first time buyers who don't know better. (Although this may
be more Gateway's field day; actually for both of them..) What
person who's been around computers a bit asks a retail guy anything??
Well, I might ask about a connector or something, that's about it.
You call up the manufacturer of the hardware or software, or you
check out what the mags have to say, right? |
