what do you guys think of DELL?
- Thread starter skynet
- Start date
Dell's computer business plan is the best(Key is almost no inventory business) Compaq takes about 30days to produce. Dell takes about 4 days. Computer part price drops daily & weekly. Guess who's got the advantage of it. That does not mean Dell stock price will be sky rocking. Current Dell's profit margin is about 4%. That is not bad compare to other companies which can not even make profit in recession environment
Personally, when I buy computer, I research Dell's configuration system which is about $2200. After that, I search Ebay for simliar system computer with less than $800. That is how I do computer shop. Good luck to Dell!
Personally, when I buy computer, I research Dell's configuration system which is about $2200. After that, I search Ebay for simliar system computer with less than $800. That is how I do computer shop. Good luck to Dell!
graeco nice post. The accounting of the last decade is going to be the straw that breaks this investment cycle's back. So far the problems have been limited to high-flyers that the public could care less about. Qwest, WCOM, Enron, Adelphia. Wait tilll the brand names start restating . This is just the tip of the iceberg.
Banks are next!
If you're not in, you better get in, because...
Banks are next!
If you're not in, you better get in, because...
I have bought 2 desktops and 1 laptop from DELL in the past, but I am starting to sour on them.
They have figured out lots of little tricks to milk customers of extra $$ on their website.
For instance, you can't configure a Inspiron 8200 with the 15" UltraScharp UXGA (1600x1200) Display without MS Office XP!
http://www.dell.com/us/en/bsd/products/minicat_inspn_8200.htm
If you click Microsoft Works, and 15" Ultrasharp UXGA Display, (other settings don't matter) and press Continue, it says "You have selected an invalid configuration. Please select another option." @#$@#% It turns out you can only get the 15" Super XGA+ display (1400x1050) if you don't want MS Office. I use OpenOffice (http:/www.openoffice.org) which is free, has 99% of the features of OfficeXP, and reads/writes MS formats .doc, .ppt, etc. I don't want to pay the extra $180 for Office XP SBE or $379 for Office XP Pro. Dell and Microsoft scratching each other's back, I'm sure...
Also, DELL has switched from offering "Instant Savings" to almost exclusively to rebates. REBATES! Yuck. I hate having to deal with rebates. I won't order from them unless they have a deal like 'Free Double Memory' and 'Free Double Harddrive' and 'Free DVD upgrade'. I don't need any $200 REBATE! I wonder if DELL is accounting for these rebates properly, i.e. if they sold a $2000 computer before $200 rebate, do they record that as $2000 revenue or $1800?
And I'm sure everyone has seen the extra costs they try to slip in on support and services. The default for Inspiron 8200 is "3 Year Limited Warranty plus 3 Year On-site Service and CompleteCare Protect Your Investment" but this costs $388 more over the "1 Year Limited Warranty plus 1 Year Mail-In Service".
And the absolute classic is they dare to ask you to pay for "Technical Support Priority Call Routing Service, 1 Year [add $39]" or "Technical Support Priority Call Routing Service, 3 Years [add $69]"
Fleance
They have figured out lots of little tricks to milk customers of extra $$ on their website.
For instance, you can't configure a Inspiron 8200 with the 15" UltraScharp UXGA (1600x1200) Display without MS Office XP!
http://www.dell.com/us/en/bsd/products/minicat_inspn_8200.htm
If you click Microsoft Works, and 15" Ultrasharp UXGA Display, (other settings don't matter) and press Continue, it says "You have selected an invalid configuration. Please select another option." @#$@#% It turns out you can only get the 15" Super XGA+ display (1400x1050) if you don't want MS Office. I use OpenOffice (http:/www.openoffice.org) which is free, has 99% of the features of OfficeXP, and reads/writes MS formats .doc, .ppt, etc. I don't want to pay the extra $180 for Office XP SBE or $379 for Office XP Pro. Dell and Microsoft scratching each other's back, I'm sure...
Also, DELL has switched from offering "Instant Savings" to almost exclusively to rebates. REBATES! Yuck. I hate having to deal with rebates. I won't order from them unless they have a deal like 'Free Double Memory' and 'Free Double Harddrive' and 'Free DVD upgrade'. I don't need any $200 REBATE! I wonder if DELL is accounting for these rebates properly, i.e. if they sold a $2000 computer before $200 rebate, do they record that as $2000 revenue or $1800?
And I'm sure everyone has seen the extra costs they try to slip in on support and services. The default for Inspiron 8200 is "3 Year Limited Warranty plus 3 Year On-site Service and CompleteCare Protect Your Investment" but this costs $388 more over the "1 Year Limited Warranty plus 1 Year Mail-In Service".
And the absolute classic is they dare to ask you to pay for "Technical Support Priority Call Routing Service, 1 Year [add $39]" or "Technical Support Priority Call Routing Service, 3 Years [add $69]"
Fleance
This guy doesn't seem to think much of them.
http://stockcharts.com/def/servlet/Favorites.CServlet?obj=ID105269
http://stockcharts.com/def/servlet/Favorites.CServlet?obj=ID105269
A basic rule of shortology (rule # 38) is don't short stocks that have a product you can put in a box. Dell is not a shortologists stock.
Short a stock that has a "really really good idea" like booking tee-times online and such.
These up markets are great for honing a shortlogists skill !!
Short a stock that has a "really really good idea" like booking tee-times online and such.
These up markets are great for honing a shortlogists skill !!