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Technology Stocks : Hewlett-Packard (HPQ) -- Ignore unavailable to you. Want to Upgrade?


To: The Duke of URLĀ© who wrote (4041)2/22/2007 10:55:25 AM
From: Lynn  Read Replies (1) | Respond to of 4345
 
Interesting thoughts, Duke.

Although many might view Dell's return as equivalent to Job's (to Apple's), I question if this is enough to save DELL.

It used to be that there were definite advantages ordering a computer online or via the phone vs. just going to a store. With prices so low now for both desktops and notebooks, I see no advantage at all ordering direct vs. checking the Sunday sales flier then dashing to the store. Heck, I purchased my last notebook at CC 18 months ago because I could not get a better deal anywhere. This was the first computer I bought this way, going back to 1983. So, why wait for a delivery unless one lives 500 miles from the closest CC or Best Buy?

I do not hear complaints about HPQ's C.S., but **lots** about the nightmares people have faced getting help or repairs from Dell. Although Dell announced this is an area they have been addressing, I know a number of people in the real world who will *never* buy another Dell, no matter what Dell says it has done to 'fix' things.

One problem DELL faces today is that even if things get *really* bad, the likelihood of someone buying them out is pretty remote. HWP took-out CPQ (as you and I know). HPQ has what it needs and would have zero interest in DELL. IBM? No way.



To: The Duke of URLĀ© who wrote (4041)2/22/2007 11:58:59 AM
From: John Koligman  Respond to of 4345
 
Duke, the 'Dell' train started to derail at the beginning of 1999 with the stock in the mid 50's after a two for one split. Since then it's spiked a couple times, but the trend has been down in a big way over the last few years, so I don't see any 'hot' money there unless it was short. The Dell mania ran from 1996-1999 when that stock made it's huge move and some of the most obnoxious posters on SI kept saying someday 'Dell will own it all'. I ragged on them without mercy during this time, needless to say they don't post anymore...

John