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


To: Sig who wrote (173850)1/23/2004 10:59:55 PM
From: stock bull  Respond to of 176387
 
Sig,

What's good for the shareholders may not be good for the customers. IMO, there's no excuse for growing at such a rate wherein, the customers pay the price. As the saying goes, I've been there and done that. Let me assure you, in the long run this will harm Dell and the shareholders. Managing growth is not easy, and Dell is starting to demonstrate how hard it is. Let's not forget, Compaq and Gateway were also high fliers in their day. Yes, Dell was instrumental in driving these companies out of business, at least Compaq. Gateway is not far behind. The question is, who's going to drive Dell out of business?

Stock Bull



To: Sig who wrote (173850)1/25/2004 10:34:19 PM
From: GVTucker  Read Replies (1) | Respond to of 176387
 
When you've got scarce resources, like Dell does, you need to choose. High margin projects should get the most attention at Dell, and they do. That means government jobs, Fortune 500 companies. Companies that buy the add ons like EMC storage and server racks galore. Companies that invest in large, long term service contracts.

Retail customers and small businesses fall by the wayside because those are pretty small margin businesses. And it appears to me that Dell (the company) realizes this. So they do their best to milk those customers and get as much margin as possible out of them. So that means that you charge a bit more than the competition, and count on some of those customers not shopping prices around, and others buying your product just because of the name of the front even though it is pretty much the exact same product as the competition. And that means skimping on the tech support for those customers because it really doesn't matter anyway.

It has happened so many times with so many other companies that I am surprised that it surprises anyone when it happens again.