Thursday, May 11, 2006

HP is fragging DELL big time

According to this CNET report, Alberto Bozzo, vice president of HP's personal systems group, claims that HP is "displacing Dell in most of the bigger and strategic accounts."

It seems that DELL's Enron time may come sooner than expected. A screw driver company such as DELL can be replaced overnight.

Even IBM has to admit that HP and SUN have an edge.

7 Comments:

Anonymous Anonymous said...

DELL is an screwdriver company, but HP is not better. Alphas, Tru64, PA-RISC, even poor HP-UX are historical technologies. Thanks to Fiorina HP is closing to screwdriver and Opteron is not going to change that...

12:56 PM, May 11, 2006  
Blogger Sharikou, Ph. D said...

Alphas, Tru64, PA-RISC, even poor HP-UX are historical technologies. Thanks to Fiorina

You mean Fiorina bought Alpha and Tru64, among others? :-)

1:30 PM, May 11, 2006  
Anonymous Anonymous said...

The HP-Compaq merger had only one result: death of best Unix system and death of best CPU/architecture. K7 was far derivative of Alpha. Dirk Meyer was an architect of 21064/21264.
From 1996 he was the leader of Athlon group in AMD. If you look carefully after 3 years of development Athlon was ready (1999/2000), 3 years later AMD64 was delivered and now we are 3 years later, so I belive that AMD will show some jaw-dropping K8L in H2.
And I hope that quad-core will be introduced this year, not late 2007
we hear.

1:41 PM, May 11, 2006  
Anonymous Jeach! said...

I've written to CNBC's Jim Cramer a few days ago asking why they don't ever talk about "pump and dump" activities on Wall Street, in particular with BofA.

I can't say its in response to my email, but as I sit here watching CNBC's Mad Money with Jim Cramer, he has a segment, talking about AMD and Intel and has even got Hector Ruiz on the phone.

Jim is telling people to SELL Intel stock...

One of his last questions was in regards to AMD's 'Dual Duel'. He asked Dr. Ruiz if AMD will be putting out another challenge in the future. I'm assuming this question is in relation to the Conroe chip.

Dr. Ruize answered that they do plan to have 'some more fun' with Intel in the future.

4:06 PM, May 11, 2006  
Anonymous VTEC KILLA said...

Dell is proof that if you have a reasonably good e-commerce website, you can sell enormous quantities of mediocre computers.

The day HP delivers a real direct sales channel (including market-leading e-commerce) is the day that Dell has no reason to be.

ANd when Dell's other competitors field good shopping sites, it will be further nails in Dell's coffin.

There is ZERO innovation at Dell. All their models of computers are poorly designed, poorly featured, and very difficult to upgrade.

In their own way, Dell has driven the price of a PC down.

But Dell has also subtracted the value out of the PC.

So the net of it all is a company that moves forward only due to the graces of Newtonian physics. If Dell loses momentum, they are gone.

Meanwhile, Dell pumps out mediocre machines and dumps them on the dupes that think they are getting a good deal with Dell's every-day-is-a-coupon-day and every-day-is-a-sale business model.

1:04 AM, May 12, 2006  
Anonymous Anonymous said...

Thank you, sharikou, for opening very interesting, informative and coprehensive blog. yurif.

3:51 AM, May 12, 2006  
Anonymous Anonymous said...

Meanwhile, Dell pumps out mediocre machines and dumps them on the dupes that think they are getting a good deal...

Dell's business model seems particularly good for government/corporation customers (how often do you want to "upgrade" a government or school PC, anyway?) IMO, buying from Dell is to encourage wasting in the long run. But that precisely is how most government/schools spend their money.

12:34 PM, May 12, 2006  

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