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To: Lizzie Tudor who wrote (182497)	10/31/2005 5:05:33 PM
From: The Duke of URL©	Respond to of 186894

Maybe because of Hurd at HP.

To: Lizzie Tudor who wrote (182497)	10/31/2005 6:35:13 PM
From: aleph0	Read Replies (3) \| Respond to of 186894

/ Dell is a little lacking. / Lizzie, you are "too" kind ! / if this is an industry wide thing or just Dell. / Industry wide ? .. not a chance IMO! Think about it : - All those Dell customers that would like Dell+AMD are now "gone" ! - A once-off charge of 450 mio.$ due to problems with "a vendor" ... LOL! - Just made revenue numbers - ignoring the Charge ... LOL x 2 ! I just don't believe these guys! VERY fishy indeed ! PS: 1. If they had "named" the Vendor - I might just believe them ! 2. Have ALL the Optiplex PCs "suddenly" stopped functioning ? ... or what ? 3. I'd have expected that such "problems" would happen over a time-period rather than ALL in "one" quarter !!!!!!

To: Lizzie Tudor who wrote (182497)	10/31/2005 9:33:24 PM
From: Dan3	Respond to of 186894

Re: Dell warning. It will be interesting to see if this is an industry wide thing or just Dell. My feeling is that Dell has lost some of its image in customer service, and also with AAPL coming up in the style area, Dell is a little lacking. These days, many if not most of the people who are interested and enthusiastic about their computers want AMD chips inside. The people who aren't interested in their computers don't want to pay much for things that don't interest them - Dell has limited itself mostly to the buyers who see their computers as toasters - computer as unfortunate but necessary expense. What still keeps Dell making money is that Dell retains a huge presence in the corporate market, where computer buyers are spending other people's money. A lot of execs buy themselves overprices PCs and notebooks so they can fell important - even if it's a meaningless waste of money for someone who does little more than email on their PC. Dell's new issue is that they were heading for dominance in the corporate market buy have now lost their momentum because Dell can't satisfy the demand of the most vocal and interested (if limited in numbers) consumers in the corporate market. So what were once all Dell accounts are now mostly Dell accounts with some workstation and server sales going to HP and Sun to satisfy the computer users who give a rat's about what's inside the computer case. HP or just about any whitebox maker can take care of all of your needs - they offer one stop shopping for your company. Pentium M / Centrino notebooks, Turion 64-bit notebooks, Xeon servers, Opteron servers - whatever you need, HP has it. Dell can give you some of what you need, but Dell, unlike HP or a whitebox maker, cannot deliver the complete package.

To: Lizzie Tudor who wrote (182497)	10/31/2005 9:51:37 PM
From: Gottfried	Respond to of 186894

Lizzie, Dell problems >>Dell, the world's largest personal-computer maker, said the $450 million charge to third-quarter earnings would cover the costs of restructuring its consumer operations, closing surplus offices, and replacing faulty circuits recently discovered in a line of business desktop PCs. The company said $300 million of that will go toward replacing the key circuit board in business desktop PCs. Dell said some models of its Optiplex GX270 and GX280 PCs employ faulty capacitors that require replacing the main circuit board when the chip fails. It no longer makes the GX270 and has switched to a different capacitor in the GX280, a spokesman said.<< [snip] Dell declined to make executives available to comment. It said Michael A. George, the U.S. consumer unit's general manager, resigned last week to join Liberty Media Corp.'s QVC Inc. as president and chief executive. John Hamlin, senior vice president of the U.S. consumer unit, is moving to another unit in Dell. [snip] subscribers link online.wsj.com looks company specific and deep - as in 'deep trouble'. Gottfried