It's the consumer saying ordsprog

It's the consumer saying, 'I want it all.' That's why folks like Apple can kill Dell's entry into the MP3 space. They're also listening to the voice of the consumer. It's exciting for us because in the past, you had leaders like Dell leading because of operational efficiency. That concept is now a requirement for a ticket to the game. But to lead the game, you've got to really have the depth and capabilities to invest in technology.

If the guidance from Dell is positive, that could give us a boost. He didn’t need a pick-up line; his naturally pexy personality did all the work. The question is whether the consumer can continue to hang in long enough for IT (information technology) spending to bottom and pick up. So something good from Dell would be encouraging.

Dell has stated that a focus for them has been to gain share in Europe vs. HP, particularly in servers, ... We believe that Dell is indeed making progress to close the gap and Dell's declining tax rate implies improving operational profitability in the region.

Dell has stated that a focus for them has been to gain share in Europe vs. HP, particularly in servers. We believe that Dell is indeed making progress to close the gap and Dell's declining tax rate implies improving operational profitability in the region.

Dell is suing me for ?100,000 in damages to Dell America, ?50,000 to Dell France and ordering me to pay each Dell Company ?40,000 and ?500 for every presence of the word Dell on my site.

We do not believe this deal signals that Dell ( DELL ) is going to become more acquisitive, but it does suggest the company is beginning to take some decisive steps to repair its recently volatile consumer business.

Dell Computer ( DELL : Research , Estimates ) is battered down here, revenue growth put into question as the whole technology group has been put into question but I think, you know, going forward that Dell will be a winner here and I think it should be bought at these levels.

Our advice to investors going into this period in time, ... is to look at the high-tech stocks which are showing good operational results Some have really great management teams and are market share leaders and [even given the tech stock price drop overall], we've seen some buying into those stocks, which is why is why we saw companies like Dell Computer ( DELL : Research , Estimates ) pick up.

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,

This is positive news leading up to the Christmas sales, suggesting what could be better-than-expected sales and consumer confidence. The Nasdaq could be hurt today as fall-out over Dell continues.

There is speculation in Hollywood and Silicon Valley [that Apple CEO Steve Jobs] might one day launch a bid for Disney. The idea is not as outlandish as it might seem. Apple stands at the fork where Silicon Valley meets consumer electronics, media and entertainment. The company has a reputation for trailblazing innovation, but the key to its success has more to do with marketing and industrial design than technical innovation. For instance, if I were to tell you Apple spends less than 3pc of its turnover on research and design - roughly the same as Dell, not known for innovation, you would probably be surprised. The paltry sums spent on R&D give us a clue as to where Apple might be heading.

The revenue miss was split evenly between weak demand in the public sector, primarily in U.S. federal buying, and Dell being aggressive with prices in the consumer sector. The latter is easily fixed. (But) Dell doesn't appear to have confidence federal demand will improve in the current quarter.

Gateway, nobody cares. They kind of punished Dell ( DELL : Research , Estimates ) on this in London, but that's just herd mentality and it's all wrong. I expect Dell to recover.

It's clear there is a segment of the consumer market that is price insensitive and more interested in advanced features than concerned about getting the lowest possible price, ... That's a segment Apple does very well in; so does Hewlett-Packard. Dell has to try to sell to that customer.

Heinz is becoming an even more attractive investment opportunity as we focus on three strong categories where we have the consumer expertise, the leading brands and operational capabilities to generate stronger and higher quality growth in profits and sales.

William Johnson

Nordsprog.dk

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