| | Bill,
Hi!!
Yes, nice to hear things are still on track...Wasn't really worried because I've always believed this was what was happening:
Message 20526574
In 10 years, after the next peak, dozens of little vendors will merge or get wiped out. Dell, however, will survive. That’s what longer-term investors will focus on.
Helping Dell to thrive is its proven ability to push into the enterprise, or corporate, space and offer mid-range product functionality at low-range prices -- undercutting the likes of Hewlett-Packard (HPQ) and IBM to gain market share. What it has done in PCs it is now doing in storage, printers and IT management/deployment services, which are the fastest-growing segments of technology.
Partnering with industry goliath EMC to provide top-notch network storage systems on a direct-sales basis, indeed, has been a masterstroke, generating new higher-margin sales for Dell that extend well beyond the PC. And on Sept. 1, Dell launched three aggressively priced color laser printers based on the technology of partners, including a high-end model that does 25 pages per minute in color for $999 -- half the price of similar functionality from HP. Moreover, its toner pricing is 0.6 cents per page for black and white and 6.9 cents per page for color -- 67% and 28%, respectively, below HP pricing, according to analyst Shannon Cross of Cross Research LLC. |
|
