Apple's computer business may or may not thrive over the next decade, but beware the false dichotomy where the choice is between Apple thriving or Dell thriving. Dell is in the no-man's land where it actually isn't the cheapest supplier, as FSJ explains so sweetly, it has burned its customer loyalty, and it certainly doesn't have any cachet. And finally, they are at Microsoft's mercy, and the Vista debacle hurt them terribly. They needed an OS that would be a killer app: something that would drive customers to upgrade their hardware just to run Vista.
Without that, where are they going to find explosive growth? Music players? Anybody remember the Bic Lighter^H^H Dell DJ? Flat screen TVs? Selling American PCs to the growing Chinese market?
I can't tell you whether to go long AAPL. But I admire the balls of anyone going long on DELL.
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Apple's computer business may or may not thrive over the next decade, but beware the false dichotomy where the choice is between Apple thriving or Dell thriving. Dell is in the no-man's land where it actually isn't the cheapest supplier, as FSJ explains so sweetly, it has burned its customer loyalty, and it certainly doesn't have any cachet. And finally, they are at Microsoft's mercy, and the Vista debacle hurt them terribly. They needed an OS that would be a killer app: something that would drive customers to upgrade their hardware just to run Vista.
Without that, where are they going to find explosive growth? Music players? Anybody remember the Bic Lighter^H^H Dell DJ? Flat screen TVs? Selling American PCs to the growing Chinese market?
I can't tell you whether to go long AAPL. But I admire the balls of anyone going long on DELL.