Word: delling
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Dates: during 2000-2009
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...fact, doctors anywhere in the U.S. have had access to the same prescription-writing software from Allscripts for free off the Web since 2007. The cost is underwritten by many of the technology and health industry's biggest names - Cisco, Dell, Google, Microsoft, Aetna and Wellpoint. (The upside for Allscripts is potential future sales of its full medical record-keeping software to early adopters of the e-prescribing program.) But even freebies aren't enough to get doctors to change their paper-scribbling ways. Many still find old-fashioned pen and pad to be more efficient. A recent study found...
...matter of fact, they are shrinking and the drop is accelerating. Hewlett-Packard (HPQ), the largest manufacturer of PCs in the world said that its revenue from notebook PC sales dropped 13% in the last quarter and desktop revenue fell 25%. It is likely that results from Dell (DELL) will not be any better when it posts its quarter. Wall St analysts are starting to say that their surveys of retail outlets even show Apple Mac sales slowing...
...Dell does not do well what it is supposed to do well. It has become a second rate PC company. It proposes to partially offset that by entering a business which is controlled by Apple (AAPL) and RIM (RIMM), the maker of the Blackberry. Because smartphone margins are high, Nokia (NOK), the world largest cellphone company, Samsung, and Sony Ericsson are also rushing into the market. The traffic jam is going to be extraordinary...
...Dell also lacks one of the most important ingredients for being in the handset business. It does not have established relationships with carriers like AT&T (T) and Verizon Wireless (VZ)(VOD). These companies already have product lines in place. It is hard to see what the incentive is for them to add a new brand to those lists, unless Dell wants to pay a bounty to edge itself...
...Dell can't win in the handset business. Period. It ought to try to plug the leaks of the ship it is already...