Mike,
<<Dell's whole edge is its inventory management, which has allowed it to avoid the inventory
problems of every single other PC manufacturer. It rarely gets the highest marks for quality, and just as rarely gets the marks for customer service. >>
I read each issue of PC Magazine and Windows Magazine, cover to cover. Other magazines may judge differently, but those two have given Dell computers more awards than any other brand over the last two years. Presently, Windows Magazine has five Dell desktops on the "WinList" and only one Micron. For notebooks, the ratio is three to one. Dell has also been in the top category for service in every survey I've seen. On the personal level, people I know who have Dell's in their business swear by them.
I have never owned a Dell computer or their stock. Over the last year, I have often thought about shorting the stock, and I have even made at least one failed attempt at a limit short order. Michael Dell stubbed his toe a few years ago with ironically poor management of memory chip inventory. I thought they were due for another stumble. There may be good reasons to short Dell, but they do make good computers.
David |
