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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: calgal who wrote (168223)	12/29/2001 8:08:17 AM
From: Sig	Read Replies (2) \| Respond to of 176388

Those figures show that Dell has about 0.08 or 8% of the computer/electronics business, and that segment of the expensive items constitutes 20.3 % of the entire category of expensive manufactured goods which runs about $2.1 trillion/year. Companies trying to compete with Dell are dropping like flies, consolidating, while Dell shipped 38 % more product last year than previously. (although prices were down). With uncertain economic conditions, IMO Dell has played the game close to the vest, concentrating on one month at a time with minimal manpower to survive the cut throat competition. With the 911 situation, a shortage of Pentium 4's and flat panel delays and perhaps other components, priority has been given to those major customers who needed replacement of items lost. The result being delayed shipments to individuals From what I read here, the consumer area service appears not as good as what it once was-still better than most. But these computers and systems are getting more complicated each day, with DVD's, USB posts, 2 monitor choices vs one, three or four sound systems etc. I would no longer expect any one representative on the phone to be able to understand them all (the different combinations) as the product list grows. With monitors shipped direct from manufacturers, Dell has to educate those companies to plan better and 'get with it' in shipping and support which takes time. Dell has shortened the "burn in" time from up to 8 hours to less than 2 hours. Hard disks are being imprinted instead of written to. How can one produce 16,000 computers in one day from one factory, and have them spend 128,000 hrs sitting in a rack.? I have read the average new car delivered to a customer has 128 defects. If one cannot buy perfection for $25,000 how does one expect perfection for $499 ? I took a GMC van to the dealer for some minor work, they said they could fix it in about a week. Summary: 1. Lots of room for Dell to grow both sales and earnings. $100 bil in sales (see Kemble) is still in sight. Watch for more news about the new Fort Worth facility next year 2. Its been a tough year for everyone 3. Its harder to get Michael on the phone these days, one may have to go to the shareholders meeting to talk to him. 4. Everyone needs a good excuse Sig . .