Dell Shares - All Comments

re: Notice and Access and Interactive Year-in-Review

Broc Romanek — Sat, 07 Jun 2008 18:13:02 GMT

Great stuff. Way to inform shareholders and the community what you are doing regarding e-proxy!

re: Dell's Services Strategy

Ranjana Mahi — Thu, 29 May 2008 04:42:33 GMT

About your StrategyNo doubt you people have adopted productive strategy which includes all the important factors asyou giving attention towards IT sector… need of time.Concern towards customers, i.e. you are making it customer oriented that is most important factor to enhance your business… as its all customer satisfaction.Mainly your goal that is to improve the price/performance of infrastructure services to save companies millions -- potentially billions -- of dollars for IT that will grow business and improve competitiveness.Hence the all factors highlighted by be... Indicating its beneficial strategy. I am wishing you all the best for implementation. Ranjana Mahi

re: Dell Announces New CFO

Lynn A. Tyson, VP - Investor Relations — Tue, 20 May 2008 23:05:41 GMT

@ Twenty year shareholder

Thanks for your views. We are required to disclose the resignation of a section 16 officer within four days of it occurring and the hiring of a section 16 officer and we did just that. Brian was the CEO of a $12B company and they also have a duty to disclose to their employees, bond holders, etc. Once his company disclosed, we needed to follow.

It was known that Don would not be CFO for the long term - evidenced by the coverage by several analysts yesterday and public comments the company had made over the last year. Don's long affiliation with the company as a board member made him an ideal candidate to manage Dell's financial organization through a internal investigation that resulted in a restatement of our financial results. Don strengthened Dell's culture of accountability, our standard of excellence and the company's operational control environment. The result of this effort is a much stronger company.

Now that the investigation is completed and the company is showing signs of improvement it was time to find a longer-term CFO. Brian has a solid finance background - leading large global finance and operating functions for over 20 years - and is well positioned to support Dell as it moves into its next chapter of growth. And as we work to maximize long-term shareholder value, Brian will reinforce a culture of integrity and transparency that is important to us at Dell.

re: Dell Driving Actions to Enhance Competitiveness and Optimize Operations

Chetan — Tue, 20 May 2008 06:39:19 GMT

DeLL has reached to more than 12000 retail stores by this qtr end; This took you around 2 qtrs to reach this milestone. In these two qtrs, your raw material inventory has increased quite robustly as compared to your finished goods inventory. You said it is due to the srategic buys you have been doing in these qtrs. It seems you don't have much inventory with the channel considering HP has around 4-6 weeks inventory with the channel. How are you guys managing to keep a check on the channel inventory. Also, in the conference call, Michael mentioned that you have been shipping in small lots

So how are you guys attaining the supply-chain efficiency considering the logistics cost involved by shipping in small lots?

re: Dell Announces New CFO

Twenty year shareholder — Mon, 19 May 2008 20:40:38 GMT

Wouldn't it have shown a minimum of common sense and concern for Dell shareholders to have announced the change of CFO during the earnings call next week instead of today?

A change of CFO always raises questions about reliability of financial statements or internal wrongdoing -- even for companies, like Dell, not already under accounting clouds. It's at least a temporary negative for the stock. Do you think your shareholders deserve any more negatives for what has become one of the most loathed and suspect companies in the financial markets?

Dell might turn things around, possibly as early as with the earnings announcement next week, but, no matter what happens in the future, it will not make up for the problems caused over the last years for shareholders because of the company's unpardonable inattention and drift -- with the timing of today's announcement being just one more example of bumbling.

There are probably innocuous reasons for Dell's change in CFO: Maybe Carty planned to be only an interim measure after the lamentable former CFO Schneider. Many Dell shareholders will welcome the change because of the baggage Carty brought and his over-reaching propensity, on earnings calls, during the economic malaise of the last year, to offer his gratuitous opinion about prospects for the general economy when even CEO's, including Michael Dell, realized the drill was to leave that hot potato alone.

If the change in CFO had been announced with earnings next week, it would have been a non-issue if the operating results are good (assuming , as seems likely, there is no problem in the CFO shop). If the results are bad, then the change would have been lost in the reaction to them instead of being, as it is now, a separate hit or cloud on the company.

The issue is not just a trivial one. The stock had begun to rally off its five year low. Today's announcement just before earnings is reflective of Dell's ongoing inability to go more than about one month without stirring the waters and throwing up distractions. Please show results on the turnaround and stop it with the relentless interim surprises and poor judgment.

re: Dell Driving Actions to Enhance Competitiveness and Optimize Operations

john — Tue, 13 May 2008 17:27:25 GMT

Now that Dell is going into the retail channel in the same way as others, there won't be much of an advantage left.

re: Dell Completes MessageOne Acquisition

Denis — Wed, 30 Apr 2008 18:14:26 GMT

Hello,
Very nice blog

re: Dell Driving Actions to Enhance Competitiveness and Optimize Operations

Lynn A. Tyson, VP - Investor Relations — Thu, 24 Apr 2008 16:20:46 GMT

@ Ed

As a point of reference – desktops are 32 percent of our revenues not "at least 50%" – down from 34 percent in FY 2007. We report this number each quarter. From 2004 to 2007, industry growth in desktops has slowed from 12.6% to 4.6% while notebook growth has risen from 23.7% to 33.8%.

re: Shareholder Meeting and Share Repurchase Announcement

Lynn A. Tyson, VP - Investor Relations — Thu, 24 Apr 2008 16:18:36 GMT

@ Peter.Zhang

Please take a look at the presentation Steve Felice, the head of our business in Asia, gave at our analyst meeting earlier this month. A replay of the webcast and presentations can be found here.

re: Dell Driving Actions to Enhance Competitiveness and Optimize Operations

Lynn A. Tyson, VP - Investor Relations — Thu, 24 Apr 2008 16:15:04 GMT

@ James

This plant will be closed.

re: Welcome to 21st Century IR

Lynn A. Tyson, VP - Investor Relations — Thu, 24 Apr 2008 16:13:01 GMT

@ Dominic Jones

True IR blogs are still a rarity and so we find ourselves continually forging some new ground with ours. The disclaimer actually impeded people’s ability to reach the blog so we have removed it.

re: Dell Driving Actions to Enhance Competitiveness and Optimize Operations

Lynn A. Tyson, VP - Investor Relations — Tue, 22 Apr 2008 19:24:42 GMT

@ FMR7155

Hopefully by now you've had a chance to review the information from our analyst meeting earlier this month. The $3bn is a combination of three things (1) improvements in product cost and procurement, (2) operating expenses - which include the ten percent reduction in headcount and, (3) manufacturing and logistics - which includes the announcement we made about the Austin desktop manufacturing line.

re: Dell Driving Actions to Enhance Competitiveness and Optimize Operations

Nitin — Wed, 16 Apr 2008 12:20:46 GMT

It great that Dell is working to modify its current business model. But, the one thing that drives shareholder value is competitive advantage. With the direct business model with just in time manufacturing and high inventory turnover, Dell had an obvious competitive advantage over competition. But, now that Dell is going into the retail channel in the same way as others, there won't be much of an advantage left. Where does Dell expect to create the so called 'franchise value' to be able to achieve profits to higher than the required return on or cost of capital?

Dell probably needs to invest more in research to stay ahead of competition.

re: Shareholder Meeting and Share Repurchase Announcement

Peter.Zhang — Tue, 08 Apr 2008 09:04:53 GMT

Hi ,

I would like to suggest if you focus more on Asia and then you can make more profit by expanding new market, like China, India, yeah, you are doing good there, but not enough, you are not the No 1-3 Players in that big market, if you can be more localized there, you can give us shareholders more profit.

Please consider about that.

Peter.Y.Zhang

China,

pontetial shareholder

re: Dell Equity Analyst Meeting - Day 2

Barry Kelly,Cherrywood — Fri, 04 Apr 2008 16:52:51 GMT

Exciting times ahead. Loads of opportunity for growth and market penetration particularly in relation to the solutions & IT services space.I am glad to see we are tackling costs and that they are no longer considerd as fixed anymore Cutting Opex is of paramount importance. Just hope we don't lose/antagonize our best talent due to cost cutting measures such as Team/Department night out budget cuts etc.