Suggestions on a tablet for pp? a few q's...

Started 10 months ago | Questions thread
Mel Snyder
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Re: Suggestions on a tablet for pp? a few q's...
In reply to PVCdroid, 10 months ago

PVCdroid wrote:

Mel Snyder wrote:

chillzatl wrote:

Mel Snyder wrote:

I'm sure there are people who like their Nexus and Dell Venue Pro. Insamuch as neither has a significant market share, and Dell is desperately trying to stay in business, I'd suggest that not a lot of people find them that terrific.

Do you have any sources to support that Dell is desperately trying to stay in business or that "not a lot of people" find Dell Venue tablets or android tablets to be "terrific"? you like to throw around a lot of information that is backed more by a unfounded opinion or "what I like" agenda than actual fact. There's nothing wrong with liking what you like and sharing your experience, but what you do is quite a bit different from that.

Unlike many of those with strong opinions here, mine are based on public facts.

Here's the blunt truth that backs what I said!

For those who don't follow links, let me give you the relevant part of the Forbes story when Dell's life as a public company ended November 18, 2013:

Net income dropped 72% from a year earlier–but Dell’s PC share ticked up one percentage point, its largest move in almost three years. There’s a long way to go to rebalance the business. After four years of work and $13 billion in services, software and other acquisitions, the firm still gets more than 60% of revenue from PCs. Dell’s market share in services and software stands at less than 1%, but these are the only categories making money and growing. Enterprise solutions, software and services revenue was up 9% in the latest quarter, and services comprised 100% of total operating profit. And in addition to battling traditional rivals like Hewlett-Packard and IBM, the company also has to worry about IT newcomers such as Amazon and Rackspace, which are wooing businesses with cloud-based services.

So guess what products are heading for the chopping block - anything that runs Windows or android. They have warehouses full of unsold merchandise to unload before they turn out the lights on consumer products - as does HP. We're in a post-PC era, and what PCs will be profitable in it run OSX. While Dell was drowning in red ink and unsold PCs, Apple Sold 33.8 Million iPhones, 14.1 Million iPads, And 4.6 Million Macs In Q4 2013. While Dell and HP and all the competitors lose money, year after year, Apple sits on $158 billion cash .

Windows 8 was the arrow through the heart of the PC industry. Only Taiwanese and Chinese companies are able to stay in the game, but any company with an American shareholder base - including Microsoft - has been savaged by the OS. Microsoft lost almost $1 billion in writing down the Surface Pro in 2013, after spending $12 billion in 2012 on R&D bringing them to market.

I spend most of my day working on my Mac and iPad on marketing programs for my pharma and medical equipment clients. I keep a Mac window open on the forum, follow my investments in another, and have CNBC on in the background. I separate my hardware and investment interests - I use and run OSX/iOS, but own stock in both Apple and Google.

Dell is gone as a publicly traded company. If it returns, don't expect anything that runs Windows 8 or Android to be there. Like Microsoft and HP, Dell will be forced to make it in enterprise servers and cloud. The tablet market in the enterprise space is dominated by iPad, and is likely to stay so. The Fortune 1000 has invested billions in proprietary apps to get data back from their reps and field service personnel. That was one of Ballmer's many miscalculations - he saw "content creation" as Microsoft Office. Enterprise customers didn't, and neither did consumers.

Just desserts for Michael Dell after having declared Steve Jobs' return to Apple in 1997 as a disaster for the company and shareholders:

...at the Gartner Symposium and ITxpo97 here today, the CEO of competitor Dell Computer added his voice to the chorus when asked what could be done to fix the Mac maker. His solution was a drastic one.

"What would I do? I'd shut it down and give the money back to the shareholders," Michael Dell said before a crowd of several thousand IT executives.

Dell's comments follow Steve Jobs's keynote address at the Seybold trade show last week in San Francisco, where the Apple cofounder seemed to win over attendees with his explanation of why he had made certain key decisions, killing the clone market and aligning more closely with Microsoft. The Seybold crowd--as well as some Apple employees--also seemed to be buoyed by the increasing role Jobs has taken on at the company as board member and interim CEO.

But others, like Dell, appear to think that Jobs's expanded role isn't helping. There is some concern that Apple will have a hard time recruiting a top-notch CEO because of Jobs's presence.

And so, to answer your question - yes, I have a lot of proof that "Dell is desperately trying to stay in business or that "not a lot of people" find Dell Venue tablets or android tablets to be "terrific"?" If a lot of people actually found Dell or HP or the Surface Pro to be desirable, they'd sell equipment profitably. They can't.

Now - show me I'm wrong and you're right.

People here are always complaining that Sony products don't hold their resale value. Actually, compared to tablets sold by Dell, HP or Microsoft, they hold their value like 24 carat gold bricks

It always amazes me how Apple fanatics can interpret small news bites as proof that all other tech companies are near extinction. Apple is a near religious experience to some who are willing to pay 30% premiums for technology that really can't function well outside of the closed ecosystem designed to trap them into their product line. I feel sorry for Apple users because there are leftover Steve Jobs commandments that conflict with what the public needs. At least the commandment that a 3.5" (now at least it's 4") phone screen is all anyone would ever need is finally coming to an end and an aging population who needs a bigger/better phone screens will get them maybe this year. It has taken five years for this to happen though.

I'm willing to accept that Apple is great at design for the most part, Microsoft is a godsend for business and Dell produces great enterprise hardware as well as affordable and high quality home PC's and monitors. I suggest Apple devotees open their eyes a little instead of jumping to their defense at the slightest criticism. It would also be nice if Apple zealots stopped twisting news bites to denigrate any worthy tech company. Really? Balmer was fired over the Surface? It must be true if Computer World wrote it. Windows 8 was the arrow through the heart of the PC industry? How profound. In reality Balmer announced two years ago he would be stepping down in a planned succession and new CEO search. Windows 8 is giving new life to MSFT in smaller devices that perform well alongside the PC's that business and home users rely on. And Dell must be going out of business? Dell wants out of the public shareholder spotlight and the threat of takeover artists. Michael Dell is looking out for his company.

Watching CNBC all day must be disturbing to you lately consider the drop in Apple's stock price compared to the Microsoft and Google share prices upward trend. I know a few Apple devotees so caught up in the company that have the majority of their retirement investments invested in it. It's just a another tech company for God's sake.

Nothing you wrote has a thing to do with the idea of investing in a tablet for doing PP on the road today.

Dell's likely future in the tablet business with any operating system is next to nil. Nothing you advanced disputes that. I'm sure they make affordable and high quality home PCs, and I know first-hand they make good monitors because I own a U2410 I bought in 2011. But investing in a Dell or Surface today seems to me like investing in a Pontiac or Saturn after the bailout.

You act like you know me. You don't have a clue. I'm far from a blind Apple fanboy - I held out with DOS until the advent of Winfax in 1990, refusing both Windows and Mac (although I bought Mac SEs for my art directors). Winfax sold me on Windows, which I stuck with through Windows 7 Ultimate. However, the die was cast when in April 2010 I bought two iPads - one for me and one for my programmer son. The iPad was the sales tool I'd been trying to emulate with laptops since the 386SX era. Then came an iPhone when Verizon offered it, and then in December 2011, a MacBook Pro. I still have my IBM/Lenovo Thinkpad T61p for Microsoft Publisher and a few other legacy programs.

If you read my post, you'd see I said I "have CNBC on in the background" = TV in the living room off my office, so I can keep an ear - not an eye - on the market.

And don't fret for my investments. I bought my first 100 shares of AAPL stock at 290 in April 2010, another 100 at 321. Sold the 321 stock at 648. After lousy Google earnings in April of last year, I bought 50 shares at 790. So I've seen that up more than 300 since then. I'm comfortable with where AAPL is going. And GOOG. Note how GOOG went up when they dumped Motorola? I'm sure MSFT shareholders will do the same when MSFT dumps Surface.

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