Thread regarding Dell Inc. layoffs

More on the PC spinoff speculation

Our team is coming up with a $699 computer to compete with the Apple $599 computer. If we’re a market leader, why didn’t we come up with the not a Chromebook device before Apple. The Apple will be better built and last a student all through high school. And Apple’s support bot is better than ours. I know, because I’ve used both.

It shows we no longer lead the PC market, we follow the trends. A sale or spinoff can’t be far off.

Disclosure: Like others said - mine is pure speculation. I own some Dell stock but not enough to get rich and retire yet. I’m just turning sc--w drivers and plugging in cables everyday.

As an aside, I wonder how the ‘experts’ who said to dump Dell at $150 are doing…


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| 2 views | | 8 replies (last 7 days ago) | Reply
Post ID: @OP+1kt1tsxyy

8 replies (most recent on top)

Dell PCs aren’t worth the premium and has really lost its mark on the market. CSG product leadership has lots of work to do to turn it around but they won’t get out of their PowerPoints to make it happen. ISG is the reason Dell is a huge success right now and will continue to be the case.

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Post ID: @t4+1kt1tsxyy

@ec Dell is good at repair logistics because they have to be. I did tech support for a school district before coming to Dell in 2019. When we made the switch from Dell to apple we a started laying people off because the number of repair tickets coming in dropped like a rock.

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Post ID: @gb+1kt1tsxyy

You guys and gals don't work in support or logistics. Apple doesn't have the logistics and infrastructure network set up for the large scale repairs that happen because of school districts.

I talked to 3 school districts who Apple was courting for their new AirMacs for students.. The problem was repairability. The way Apple wants customers to do repair was insane and not good for turnaround.

Apple will need to start ramping up a good repair and logistics system. Look Dell has it's problems but one of the things it absolutely crushes at is logistics and repair facilities.

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Post ID: @ec+1kt1tsxyy

@OP We're not a market leader at all. What are you talking about? There was a time when we led in price but we don't even do that anymore. Our PC Laptops are pure garbage. All we provide is cheap PC Desktop and Server boxes assembled with parts we don't even design or make.

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Post ID: @e4+1kt1tsxyy

Lenovo eats your lunch because of price then quality. Dell is always $500+ more for a similar business laptop.

Dell Pro 5 Series 14 Laptop
ModelP514260 Display14"
Series 3 Intel® Core™ Ultra processors
Windows 11 Pro
Our most powerful 14-inch Dell Pro laptop
Ultra thin, streamlined all-new design
Up to 22 hours of battery life
Starting at $2,272.39

ThinkPad T14s Gen 6 Intel (14″)
$1,884.60
Processor
Intel® Core™ Ultra 5 235U vPro® Processor (E-cores up to 4.10 GHz P-cores up to 4.90 GHz)
Operating System
Windows 11 Home
Lenovo recommends Windows 11 Pro for business.
Graphic Card
Integrated Graphics
Memory
32 GB LPDDR5X-7467MT/s (Soldered)

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Post ID: @ab+1kt1tsxyy

@a2 I doubt the EU and the UD FTC would allow HP to take over.

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Post ID: @a3+1kt1tsxyy

WHo would buy the consumer business? Here’s an interesting AI analysis.
I doubt Apple would even consider it:

Buyer Manufacturing (0–5) Logistics & Distribution (0–5) Retail & Consumer Reach (0–5) Enterprise Sales & Services (0–5) Brand Fit for PCs (0–5) Regulatory / Antitrust Risk (0–5; higher = more risk) Total (max 30)
HP Inc. 5 4 4 5 5 3 26
Amazon 3 5 5 3 4 4 24
Microsoft 3 4 4 5 5 3 24
Apple 4 4 4 4 5 5 26
Best Buy 1 4 5 2 3 2 17
Walmart 1 5 5 2 2 3 18
Cisco 2 3 1 5 2 2 15
Private equity + CM (e.g., Foxconn partner) 3 3 3 3 3 2 17
Scoring notes (concise):

Manufacturing: scale and control of production.
Logistics & Distribution: fulfillment, warehousing, global distribution.
Retail & Consumer Reach: direct-to-consumer channels and retail presence.
Enterprise Sales & Services: ability to sell large commercial/government deals and support services.
Brand Fit: customer perception and fit with PC products.
Regulatory / Antitrust Risk: likelihood of regulatory scrutiny (higher = more risk).
Interpretation: HP scores highest operationally; Apple ties on total but has higher regulatory/antitrust risk; Amazon and Microsoft are strong strategic fits with different trade-offs.

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Post ID: @a2+1kt1tsxyy

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