By William Trent, CFA of Stock Market Beat
Dell should abandon direct sales model – vnunet.com
Michael Dell’s return as the chief executive of Dell could mark the entry of the computer maker into the retail market, analyst firm Current Analysis suggested.”We believe that at Dell, there is a high-level belief that in the consumer market, customers need to experience (i.e. touch and feel) the products more than in the business segment. Retail is the next logical step,” wrote Sam Bhavnani, a research director, covering computing and storage for Currently Analysis in a report.
Which is more or less what we’ve been saying for a while, with one exception: if Dell plans to enter the consumer market with a touchy-feely model they’re going to have to make computers that are a lot less bland.
The author may hold a position in the securities discussed. The author’s current holdings are as follows: Long: Union Pacific (UNP) put options; Air Products (APD) put options; Nasdaq 100 (QQQQ) put options; Bookham (BKHM; Ballard Power (BLDP); Syntax Brillian (BRLC); CMGI (CMGI); Genentech (DNA); Ion Media Networks (ION); Three Five Systems (TFS); IShares Japan (EWJ); StreetTracks Gold (GLD); Starbucks (SBUX); U.S. Oil Fund (USO); Plantronics (PLT) call options; Short: Starbucks (SBUX) call options; Landstar (LSTR) put options; Plantronics (PLT) put options
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