Is Dell the next Wang or DEC? Shareholders beware.
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DEC was the best company to work for. We were treated with respect and were valued. Thier products were well built and dependable. Sad the company merged with Compaq.
Sadly, MD no longer loves the technology, his goal seems to be maximizing his own wealth
While Dell computers are in select retail stores the primary outlet is still online sales. Most of the HPs in stores are low end
Wang and DEC failed for similar reasons. They failed to take the PC seriously and kept touting their mini systems to IT heads. When they started to take see the PC as a viable tool they pushed their own desktops that used proprietary software.
When they finally marketed an MS-DOS system it was too late. Their products cost more than rivals. They were still assuming IT execs made the decision for office software.
It’s too bad, DEC PCs were very well designed. They could be upgraded (add a modem, Ethernet card, or more RAM) without tools.
Yeah, like he/she just said...
When you have a company led by a billionaire who is merely looking to line his pockets by doing things like selling VMware to an extortionist company, it's clear you don't care about your customers. Then, the ELT gets on the quarterly call with analysts saying that CSG isn't selling laptops in the retail space. Has anyone of them gone into a store to see how many Dell laptops are on display compared to HP & Apple? Follow that up with the missing 'PC refresh cycle' and these folks are NOT talking to customers. Given the whole tariff saga, I'm sure some companies might speed up their PC purchases now, BUT, if a company has PCs with 8th gen Intel CPUs and later, that can run Win11, they're going to hold on to their money to possibly pay tariffs.
Then there's the whole AI push with XE servers and their 5% margin. You had plenty of high-margin offerings from EMC and you've basically decimated them except for PowerMax. Once you start focusing on PowerStore, you're up against fierce competition from other vendors and what happens? Oh yeah, we lower the price to compete so we're on our way to the bottom with almost every deal.
So where's our strategy other than trying to work AI into every appearance in the media? From our viewpoint internally, it appears that Bain is running the company and the manner in which WFRs are being handled is merely stripping the company down in order to sell it in parts...