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Feb 29, 08 - 11:04 am Comment from: Ampar

At this rate, Michael Dell and Don Carty will be the only ones left.
Don't forget to turn the lights out.

Feb 29, 08 - 11:09 am Comment from: ChrissyOne

Looks like everyone who needed a cheap, useless litter-box of a PC already has one.

mr. wu really loves our company. it is actually refreshing to have an analyst who always finds a positiv spin on all things apple.

Did I wake up in some sort of parallel universe? Someone is using the word beleaguered to describe Dell!

Where is Alienware?

Feb 29, 08 - 11:18 am Comment from: shen

"To put it plainly, Dell's margins suck."

imagine that. a company built on the idea of razor thin margins and no value added, has no margins, and no value.

Feb 29, 08 - 11:21 am Comment from: iDon't

DELL must make only about 0.02 per unit it sells. DELL ran other PC makers out of biz and now karma kicks in. Soon it won't be anything left to give back to the share holders.

Feb 29, 08 - 11:22 am Comment from: pastrychef

Gene Munster is even better. lol

Feb 29, 08 - 11:24 am Comment from: Jay-Z

This makes me so happy... schadenfreude.

Feb 29, 08 - 11:30 am Comment from: Ampar

"DELL must make only about 0.02 per unit it sells."

That's why they had to shut down the Dell kiosks. The "Take a Penny, Leave a Penny" dish was killing their margins.

Feb 29, 08 - 11:31 am Comment from: HMCIV

With a quarterly report this bad, Dell's share price is likely to skyrocket! (If we mirror Wall Street's take on Apple performance.)

"that means more layoffs on top of the 3,200 jobs already eliminated in the past year -- to boost profits"

If layoffs boost profits that much perhaps Dell should start laying off people they haven't hired yet. That should *really* help the bottom line. Makes as much long-term business sense as the other things they've tried so far.

Feb 29, 08 - 11:44 am Comment from: Jubei

Did you know DELL just released new laptops? Ho Hum.....

Feb 29, 08 - 11:59 am Comment from: Zune Tang®

"Once golden image"? Dell maintains a golden image and it' only going to get better.

I envision a shower of gold for Dell. A warm, bright, shining, golden shower for one of the tech industry's giants. The Ditty remains a marvel of innovation and engineering. I think if Dell simply updates the Ditty they'll be back on top.

Hold your head up high for that golden shower to come, Dell. You're still number 1 in my book.

Your potential. Our passion.™

Feb 29, 08 - 12:04 pm Comment from: NeonRed

Geez Zune!
OD on B vitamins

Feb 29, 08 - 12:10 pm Comment from: Ampar

"A warm, bright, shining, golden shower for one of the tech industry's giants."

I hope you're not going to break into a round of "Urine the Money."

Feb 29, 08 - 12:19 pm Comment from: AAPL

translation

Mike Dell is worth less than Steve Jobs stool ( as in Sh*t )

"Hold your head up high for that golden shower to come, Dell."

Cut it out, Zune Tang. This is a family show!

Zune Tang my man, I really miss you when you're away, even for a day

Feb 29, 08 - 12:39 pm Comment from: Rich Apple person

The PC market is suffering the ills of any product in it's mature stage. Prices have continues to come down and they have to maintain support as well which takes away from magins. This is a prime reason why Apple has never licensed anyone else to make PC's that can run OSX exclusively. Dell should also be sending some dog droppings to Microsoft as Vista has done nothing to drive new demand for PC's

Feb 29, 08 - 12:58 pm Comment from: It's About Time

While it's fun to dump on Dell, other companies may be hard pressed to meet their financial guidance in the months to come. Significant economic challenges are in the winds. Subprime markets and credit crunch, drop in housing prices, consumer spending flat, oil over $100 barrel and persistent talk about recession by economist all add up to an economic downturn reminiscent of the 70's.

The drop in Apple stock since early January is not by chance. Those in the know got off the band wagon at the right time. Apple may be pressed to meet their own guidance this quarter. Time will tell.

It is too bad that the best way to please wall street and up your books short term is by firing a bunch of workers.

Feb 29, 08 - 01:19 pm Comment from: DLMeyer

Everybody here knows I remember Christ when he was a juvenile delinquent, right? I'm old, and many of my friends are the same. Last night I was driving one home - she and my wife took in a Rock Opera earlier - and we were talking about personal tech. She wants to know if we know of any kids who can help some of her friends out with their Windows machine. (No, sorry.) Then we discovered she was hoping she could restrain herself from tossing her Dell out the window until AFTER she buys a Mac. We gave her better advice about which models to consider ... she's one frustrated soon-to-be-switcher.

Dave

Feb 29, 08 - 01:27 pm Comment from: DLMeyer

<blush>Ampar ... thank you. I was wondering if ZT was off his game. No ... I was the one caught sleeping. </blush>

ZT ... excellent take! Neon Red aside ... OK, I missed it, too. DOH!

Dave

Feb 29, 08 - 01:49 pm Comment from: Spark

"$15.99 billion in revenue is an awful lot of effort to generate just $679 million in profit. By comparison, last quarter Apple generated profit of $1.58 billion on revenue of $9.6 billion"

Some could argue that Dell provides better value to its customers by not charging such high margins. Just saying....

Feb 29, 08 - 01:54 pm Comment from: Olmecmystic

Dell = cheap PCs at cheap prices and no margins = One Trick Pony.

As a one trick pony, once you've performed your trick the show's over or, in this case, you're out of business. It's only a matter of time. How soon before they get delisted from NASDAQ?

Every major corporation that gets in trouble ends up laying off workers, as if the workers were the ones deciding policy. They executed on the directions they were given FROM THE TOP.

Yo, Mike, guess what I would do if I were you? Shut it down, give the $ back to the shareholders and STFU! Karma's a bitch, ain't it?

Peace.
Olmecmystic

my beleaguer feels snappier

Feb 29, 08 - 02:35 pm Comment from: JAYGEE

It took Steve Jobs a few years to sort Apple out, but Michael Dell is no Steve Jobs, so who knows what the future holds.

Dell will miss the boat next time around too.

Big surprise!

ZT, you've outdone yourself today. Bravo.

-jcr

Feb 29, 08 - 06:06 pm Comment from: Hm...

I am to be feeling much sorriness for this Michael Dell person. He has tempted the Fates. And the Fates they are loving to be tempted. But now they real him in. Foolish mortal! Knows he not better? Ah, well. He must quickly learn "to think, to wait, and to fast." Especially to fast given those margins.

Mar 01, 08 - 12:48 am Comment from: iDon't

Darn it!!! A good friend of mine is close to being laid off. His whole department is being axed. I don't like Dell, but I live in Round Rock and troubles at Dell ripple through the whole town. Its depressing.

Well, yes, Dell should deffinitely stop selling their expensive and ineffective PCs and offer Apple to produce their good and cheaper DISPLAYS for Macs!
Would sound much better... No?

Mar 01, 08 - 04:03 am Comment from: ken1w

That's all Dell knows how to do these days... increase profit by cutting costs. Eventually, there will be nothing left to cut.

Dell's market is business not consumers. The war has won, with Apple and consumers...

The only thing Dell can do is take market share from other window using companies

Mar 02, 08 - 01:54 am Comment from: bobchr

@Sparks that would be a misguided argument considering Apple's product last longer, are better designed and cheaper to own not to mention lower repair rates and higher customer satisfaction. Seems finding value in DELL's offerings is a fools argument, especially considering their equipment with similar offerings are usually equal to or greater in price than Apple's.