Use access key #2 to skip to page content.
$11.15 0.10 (0.90%)
1/7/2009 4:00 PM

Dell, Inc. (DELL)

CAPS Rating:
**

Provider of products and services worldwide that enable customers to build their information technology and Internet infrastructures; offers a range of enterprise systems, client systems, printing and imaging systems, software and peripherals.

View All Commentary (DELL)

Recs

2

Avatar singhash (46.37) Submitted: 12/30/06 2:16 AM : Underperform Start Price: $25.37 DELL Score: 19.79

Lack of product quality or differentiation (commodity market).

Paltry R&D efforts (witness acquisition of geek-chic Alienware).

New products introduced and withdrawn in a hurry (remember their MP3 player? I don't.)

Channel efficiencies have been replicated by competitors -- even the corner computer kiosk can build comparably-priced systems.

On the low-end, servers are being replaced by increasingly sophisticated NAS devices; high-end products require more R&D than Dell is willing to spend.

Razor-thin margins that are highly susceptible to supply-chain disruptions.

Not a recipe for success.

Report this Post Replies: 0 | Reply | Permalink

Featured Broker Partners

Sponsored Links