V,
Interesting position to take! At some point in time, if DELL continues to perform regardless of what the other box makers do, the investor ranks will come to see, and separate DELL from the other box makers. If one evaluates DELLs JIT - BTO model only on the merits that have been demonstrated, one would quickly see that DELL has an advantage. Now while I am currently driving a Gateway, and have been happy with it, my next purchase may well be a DELL due to the reported superior case layout. I will take a look at a friends DELL and see if I agree before I purchase. Additionally, I may need some special needs met and will check with DELL about custom configurations.
If CPQ goes down, and DELL goes down in sympathy, IMHO, somebody is not doing their homework, or intentionally trying to influence the DELL market. (stock) I think that DELL should break into new territory in the near future, maybe as soon as next week.
Regards,
Ken |
