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FSJ: Why Dell will not bounce back

36 点作者 sharksandwich大约 17 年前

7 条评论

raganwald大约 17 年前
Apple's computer business may or may not thrive over the next decade, but beware the false dichotomy where the choice is between Apple thriving or Dell thriving. Dell is in the no-man's land where it actually isn't the cheapest supplier, as FSJ explains so sweetly, it has burned its customer loyalty, and it certainly doesn't have any cachet. And finally, they are at Microsoft's mercy, and the Vista debacle hurt them terribly. They needed an OS that would be a killer app: something that would drive customers to upgrade their hardware just to run Vista.<p>Without that, where are they going to find explosive growth? Music players? Anybody remember the Bic Lighter^H^H Dell DJ? Flat screen TVs? Selling American PCs to the growing Chinese market?<p>I can't tell you whether to go long AAPL. But I admire the balls of anyone going long on DELL.
tx大约 17 年前
<i>The real genius and power of China lies in its armies of low-cost and brilliant engineers. Seen a Lenovo box lately? Heck of a lot nicer than anything Dell is pooping out from its factory in Round Rock.</i><p>Yeah, right. AFAIK all Lenovo engineering and design is done in the same ex-IBM engineering US-based campus and I am personally get scared every time new Thinkpads come out, because when Lenovo transfers engineering to China or/and turns into Dell, there won't be any usable laptops anymore and I'll have to go back to a self-made desktop PC.<p>Sorry Apple, but your keyboards and touchpads aren't in the same league with <a href="http://kontsevoy.com/ultranav.png" rel="nofollow">http://kontsevoy.com/ultranav.png</a> and Dell... let's just say they'll never bounce back.
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sanj大约 17 年前
Does it astound anyone else that FSJs analysis is better than 99% of the actual "analysts" out there?
pchristensen大约 17 年前
"Which brings me to the real difference between Dell and Apple -- simply put, it's me."<p>Sometimes it's hard to tell the difference between FSJ and RSJ.
wumi大约 17 年前
they need a hot UMPC or Android Phone to jumpstart the company.
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babul大约 17 年前
if you can't beat them, join them?
kingkongrevenge大约 17 年前
Dell makes cheap functional machines. Apple makes expensive consumerist lifestyle fashion. In the current economic environment Apple is a better short than Dell.
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