Wal-Mart's impact in almost every sector of retail is undeniable. It's hard for any company to stay competitive given Wal-Mart's significant cost advantages. And now Dell's entry into consumer electronics means the competition is becoming more intense,
Quotes about dells (16 Quotes)
We are particularly interested in early-stage companies with products and services which have the potential to create breakthroughs in the evolving Internet age, with an aim to integrate those products and services into Dell's business and drive our future growth.
The foxglove, with it's stately bells Of purple, shall adorn thy dells.
Our strong results continue to differentiate us from our competitors, several of which are attempting to imitate aspects of Dell's unique direct business model. We believe that our customers around the world recognize the Dell difference and increasingly appreciate the benefits, stability and strength of our direct model,
It is not clear to us whether the slower revenue growth is a function of weaker market demand or historically weak competition becoming more efficient. To be sure, Dell's share gains must come from other major vendors in this increasingly concentrated market.
Dell's business model is potent in all economic cycles,
I don't see anything that's unhealthy with Dell's strategy, ... The problem with the consumer business is the margin issue. Profits can be a whole lot tighter than with the corporate business.
The world was young, the mountains green, No stain yet on the Moon was seen, No words were laid on stream or stone When Durin woke and walked alone. He named the nameless hills and dells He drank from yet untasted wells He stooped and looked in Mirrormere And saw a crown of stars appear As gems upon a silver thread Above the shadow of his head. The world is grey, the mountains old, The forges fire is ashen-cold No harp is wrung, no hammer falls The darkness dwells in Durins halls The shadow lies upon his tomb In Moria, in Khazad-dm. But still the sunken stars appear In dark and windless Mirrormere There lies his crown in water deep, Till Durin wakes again from his sleep.
Beneath the headline numbers, Dell's FY Q4 06 was not confidence inspiring. Dell didn't gain PC share in the quarter, despite the fact that its gross margins declined meaningfully and the company had an extra week in the quarter.
There have been lots of signals that Dell's business was falling.
It's legitimate to think we will see a slowdown in PCs and servers in 2005 but what the Street may be underestimating is Dell's ability to grow earnings through profit margin expansion,
HP has a significant weight around its neck with its PC business, ... It cannot match Dell's business model.
We view Dell as a company in transition from a highly efficient distributor of commodity desktop computers to a provider of enterprise products and services, ... Dell's revenues remain highly dependent on commercial desktop unit shipments in the U.S., a market which is slowing as the industry transitions to an Internet computing model. Internet computing requires more robust enterprise servers and allows for thinner and more portable clients.
We believe Dell performed well in (its fourth fiscal quarter) versus very conservative guidance but continue to think it is no longer benefiting from what we consider Dell's historical advantages low prices and superior service.
The Fed statement was clear about the likelihood of further rate increases. That outlook, combined with Dell's warning, was enough to damp demand for stocks today.
Two to three years down the road, other companies not on a model like Dell's will be in trouble.