AAPL vs DELL
In light of Dell's earnings warning today, I find this interesting.
http://finance.yahoo.com/q/bc?t=3m&s...z=m&q=l&c=dell
I know it's way too early to suggest that a "jurassic shift" has started, but might it be possible that we will look back, a few years from now, at August 2005 as the beginning of a market migration away from the MS/Dell mega-monopoly? I realize it's just a 3 month indicator, but is it possible these chart paths never cross again?
...things that make you go Hmmmmmm!
http://finance.yahoo.com/q/bc?t=3m&s...z=m&q=l&c=dell
I know it's way too early to suggest that a "jurassic shift" has started, but might it be possible that we will look back, a few years from now, at August 2005 as the beginning of a market migration away from the MS/Dell mega-monopoly? I realize it's just a 3 month indicator, but is it possible these chart paths never cross again?
...things that make you go Hmmmmmm!
Comments
It's odd - every time I think the market is overvaluing AAPL, they pull something like today's announcement of 1Mvid/20days on iTMS out of their hat. *shakes head*
If they can replicate the iTMS success with video? Holy bejeebus.
''To Dell and Back''
Perhaps things at Dell are *worse* than they appear. Or maybe these execs simply felt it was time to re-arrange the deck chairs on the Titanic.
Originally posted by Voxapps
Perhaps things at Dell are *worse* than they appear. Or maybe these execs simply felt it was time to re-arrange the deck chairs on the Titanic.
Yes did you see that they had a 300 million charge to repair the boards on defective OptiPlex desktop systems? Wow. 300 million. Dang. That hurts. Apparently it was due to cost cutting.
http://money.iwon.com/jsp/nw/nwdt_ge...&date=20051101
Lesson here for Apple: Don't cut cost so hard your product fails.
Originally posted by WelshDog
Yes did you see that they had a 300 million charge to repair the boards on defective OptiPlex desktop systems? Wow. 300 million. Dang. That hurts. Apparently it was due to cost cutting.
http://money.iwon.com/jsp/nw/nwdt_ge...&date=20051101
Lesson here for Apple: Don't cut cost so hard your product fails.
Dell must be getting Optiplex boards from the same asian sweatshop and Apple was getting their iMac boards from.
Originally posted by Telomar
Capacitor issues are nothing staggering and every major manufacturer has had them, same as they have all had laptop battery issues. When you sell as many computers as Dell your loss stands at a much higher number for all those replacements is all.
I guess the reason it matters IS the scale of Dell's sales. And that it was unexpected. Stock people don't like that. Surprises.
Originally posted by Placebo
If we're talking about stock, AAPL is infinitely better than DELL. Dell has already pretty much reached market saturation, while Apple hasn't, both with iPods (there must be someone out there who doesn't have an iPod) and Macs (a huge margin *cough* 95% *cough* to expand into.
I still meet people who...
1) Have never heard of an iPod
2) Don't know what an iPod does
3) Have never seen an iPod
Originally posted by ast3r3x
I still meet people who...
1) Have never heard of an iPod
2) Don't know what an iPod does
3) Have never seen an iPod
So true, there are many millions who are potential Apple customers.
Many, many millions.
Note to self, sell the Dell, hold the Apple.
Criminy.
That's equivalent to $248/share during the .com bubble days, for those keeping score. (Two splits since then.)
Dobby.
Originally posted by dobby
Did anyone here also buy Apple stock back when it was under $20 per share?
Dobby.
OMG...$200 of paper rout money woulda taken care of a powerbook for college!!!
D'OH
Originally posted by dobby
Did anyone here also buy Apple stock back when it was under $20 per share?
Raises hand.
Originally posted by dobby
Did anyone here also buy Apple stock back when it was under $20 per share?
Dobby.
Raises hand. Not enough to retire on, though. I only have 100 shares at this point.
I keep thinking, "Maybe next time AAPL dips I'll pick up a few more shares on margin and do a quick turn around when they pop back up." Thought that when they crossed $40, and $50, now $60!?! Sheesh. What happened to our little AAPL that everyone laughed at us for buying and holding on to?
They've GOT to be way overvalued at this point. Don't they? \
- Jasen.
Originally posted by Placebo
If we're talking about stock, AAPL is infinitely better than DELL. Dell has already pretty much reached market saturation, while Apple hasn't, both with iPods (there must be someone out there who doesn't have an iPod) and Macs (a huge margin *cough* 95% *cough* to expand into.
But none of that makes Apple's a better stock. The question is if the price is right for the growth potential you're getting.