Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Chuzzlewit who wrote (115744)	4/9/1999 7:14:00 PM
From: Thomas J. Smith	Read Replies (1) \| Respond to of 176387

PIG is Tired and happy..GOODnight and have a good weekend HAHAHAHA I love it Everyone that dogged the pig This is great ....is all I can expess Let's ck out the MET's tonight

To: Chuzzlewit who wrote (115744)	4/9/1999 7:35:00 PM
From: stockman_scott	Respond to of 176387

<< But commercial computing is Dell's turf and these companies are doomed. If IBM were smart Gerstner would ink a deal with Dell ASAP. At least they would get to supply parts and keep their brand image.>> Chuzz: I couldn't agree more....IMO, if DELL and IBM were to ink a deal before earnings....we could be off to the races again <ggg>!! Regards, Scott

To: Chuzzlewit who wrote (115744)	4/9/1999 7:40:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

chuzz..re the look of the future... cpq, hwp, ibm...all guilty of the same fatal marketing error...they misjudged the retail consumer, used in essence the same sales/retail outlets and believed they could sell "quality" and "name brand" as they had in the past...their ability to offer "preferential deals to the resellers, took shelf space away from the generics...but not knowing what the other was doing they sat side by side in the same department of compusa, circuit city, best buys, micro center, et al inventory backed up...prices cut, and taking a page out of the auto industry book, they offered "bundled" specials and rebates...the consumer did not buy "name brand", but purely price, for the majority of machines sold at this level were sold by those who knew little to those who knew less... the sub 1k computer was borne out of the unholy three attempting to "repair" what they had caused...didn't work... dell sits back, sells to those that were once loyal to the aforementioned...for ibm,cpq,hwp...creates such a broad product line that in confuses the buyer....and causes chaos to their manufacturing in the form of "what should we make this week?"...and then "now where do we sell what we just made".... i truly believe the desire to grow revenues at any cost is the cause.. let the market be critical of dell....at some time, the reality will impact on even the "wisest" of analysts...

To: Chuzzlewit who wrote (115744)	4/9/1999 8:40:00 PM
From: kemble s. matter	Respond to of 176387

Chuzz, Hi!! RE: edamo, I think you are exactly right. Furthermore, Dell will begin to aim its sights on the high end. This is a natural progression. No company can compete profitably with Dell, So they need to find exit strategies. So far we have seen problems emerge with IBM, CPQ and HWP. I believe it is fair to say that in each case these problems were created by Dell. Let them fight it out amongst themselves in the retail stores if that is their wish. But commercial computing is Dell's turf and these companies are doomed. If IBM were smart Gerstner would ink a deal with Dell ASAP. At least they would get to supply parts and keep their brand image. Exactly.... Best, Kemble

To: Chuzzlewit who wrote (115744)	4/10/1999 3:12:00 AM
From: jbn3	Read Replies (2) \| Respond to of 176387

IBM and DELL Chuz, you said, "If IBM were smart Gerstner would ink a deal with Dell ASAP. At least they would get to supply parts and keep their brand image. IMO that is true. And I think that if it were that simple, it would have been a done deal long ere now. It sounds simple as we outline it here, but we are talking about the dismantling, dissolution, and elimination of an ENTIRE group. Further,it is a group which carries a lot of tradition and image. Does it make economic sense? We think it does. But remember, IBM has an extremely large and deeply entrenched bureaucracy. Mr. Thomas, Senior Vice President and manager of the Personal Systems Group has said that his group won't just roll over and play dead. Message 8688129 We are talking about a major corporate political battle, about the continued existence of a major production group of one of the world's largest corporations. What happens to the workforce, the men and women employed by the group? We give Dell's management good marks for not wanting to lay off personnel (At the annual meeting last year, I believe it was Kevin Rollins, Mort Topfer, or Michael himself who stated that if DELL had to lay off personnel, then senior management hadn't done their jobs.), but yet are unwilling to accord IBM management similar sense of responsibility and sentiments? (True, IBM has had reductions before, and also true, DELL is special!) (^; I think that over time DELL will assimilate many of IBM's PC production functions, whether by gaining market share, or by mutual agreement. But I do believe it will be an evolutionary, more gradual process than many wish to believe. In any case it will NOT be an easy step for IBM to take, and it will NOT be accomplished without a lot of very high level policy battles. DELLish, 3.