Charmer in the Dell

"The Charmer in the Dell,
The Charmer in the Dell,
He can buy the company,
But can he sell the Dell?"


I watched and wrote as I watched and I wrote about the devolution of JCP under Johnson's stewardship.  This prompted me to post:

• Your Logo

• JCP and 1000 Pennies

• Ackman: Selling Penney-Stocks

• JCP and Sheldon Cooper's Big Bang Suit

Mr. Johnson is no longer with the company.  Now, however, we are seeing the recapitulation through Dell.

There is no doubt in my mind that Mr. Icahn can and will succeed in his efforts to buy Dell.



In Your Logo:

While Mayor Ed Koch may have brought umbrage down upon himself while running for Governor of New York by disparaging Sears Roebuck suits, when I think of a suit from JCP the only thing that comes to mind is, "I didn't buy this suit at Sears, I bought it at J C Penney."

I did buy a Harris Tweed sports coat at Macy's, though.  The Logo?  A snifter of single-malt scotch.  What snifter of single-malt scotch?  The snifter of single-malt scotch I am sipping in front of a fire while wearing that Harris Tweed sports coat. (Okay, maybe Macy's is piggy-backing on the Harris Tweed Logo, still...)

To put it in simple terms: (imho...or not)

• Dell is the Sears Roebuck computer

• hp (or dy depending on how you hold it) is Macy's

• Apple is Bonwit Teller

As Mr. Ackman learned, stocks go up when sales go up. Not the other way around.  Mr. Ackman spent time on CNBC selling Penney-Stocks.  The results were predictable. 

Remember when Sears Roebuck and Kmart put together that mutual validation deal?  How did that work out for them?


As I said, Mr. Icahn should have no trouble buying Dell stocks.  However, to achieve an enthusiastic buy-in from the board, it would help to have a CEO with a plan to make Dell the laptop that will Charm the Market.  Buying Dell is not the problem. Convincing customers to buy The Dell computer is another matter.  What Mr. Icahn really needs is a Charmer in the Dell.



Warmest regards,

Slim

slimfairview@yahoo.com


Copyright (c) 2013 Slim Fairview
All rights reserved.

See Slim's Profile on LinkedIn


NB  If you find anything here to be helpful, please don't hesitate to send me a really tricked out Apple, or hp and to tuck a few dollars into the envelope along with the thank you note. Sincerely, Slim.

The Side Street Journal Report

Editor's note:  

In Broadcast Media, the format is to use all capital letters for copy. This is hard copy and teleprompter.  The use of all capital letters in this post complies with that format. This is not shouting. Thank you. Sincerely, The Editor.]


THE SIDE STREET JOURNAL REPORT(c): COMMENTARY ON GLOBAL POLITICAL AND ECONOMIC NEWS BY SLIM FAIRVIEW.



EPISODE ONE:

GOOD EVENING. THIS IS THE SIDE STREET JOURNAL REPORT. TODAY WE BEGIN A NEW PROGRAMME.  WE DON'T REPORT THE NEWS, RATHER WE REPORT ON HOW THE NEWS IS PERCEIVED.  I AM THE BLOGGER KNOWN AS SLIM FAIRVIEW.  WELCOME TO MY VIEWERS FROM AROUND THE WORLD.


THE CHINA BASHERS ARE AT IT AGAIN.  DESPITE THE FACT THAT CHINA HAS THE SECOND LARGEST AND FASTEST GROWING ECONOMY, AND THAT CHINA HAS ELEVATED HALF A BILLION PEOPLE FROM POVERTY, MANY STILL VIEW CHINA AS A PASSING EVENT.

WHEN THE NUMBERS FROM CHINA ARE BAD, THE EXPERTS GLOAT.  WHEN THE NUMBERS FROM CHINA ARE GOOD, THE EXPERTS DOUBT THE NUMBERS.

RECENT EVENTS REPORTED HAVE BEEN THAT CHINA HAS A CREDIT CRUNCH, CHINA HAS A HOUSING BUBBLE, THE CHINESE ECONOMY IS SLOWING.  THIS SERVES TO DISTRACT FROM THE NEWS A HAS BEEN REPORTED FOR THE PAST SEVERAL YEARS.  RATHER, CHINA RESOLVED THE CRUNCH. CHINA HAS A HOUSING INVENTORY.  HERE IS MORE ABOUT CHINA.

RECENTLY, CHINA HAS CHOSEN TO EMBARK ON BUILDING A CANAL THROUGH NICARAGUA TO COMPETE WITH THE PANAMA CANAL.  THIS TO SERVE THE MASSIVE SHIPS THAT THE PANAMA CANAL CAN NO LONGER ACCOMMODATE.  

CHINA HAS PURCHASED A UTILITY COMPANY IN PORTUGAL. THIS AT A TIME WHEN PORTUGAL IS RENEWING TIES WITH A FORMER COLONY, ANGOLA.

CHINA IS ESTABLISHING BUSINESS RELATIONSHIPS WITH THE GREEK SHIPPING AND SHIP BUILDING INDUSTRY......ETC.


THAT IS THE SIDE STREET JOURNAL REPORT FOR THIS EVENING.  I'M SLIM FAIRVIEW. THANK YOU FOR WATCHING.

VO:  SLIM FAIRVIEW IS SOLELY RESPONSIBLE FOR THE ANALYSIS AND CONCLUSIONS PRESENTED IN THIS PROGRAMME AND DO NOT REFLECT THE OPINIONS OF ......


CUT TO:


EPISODE TWO:

GOOD EVENING. THIS IS THE SIDE STREET JOURNAL REPORT. COMMENTARY ON GLOBAL AND POLITICAL AND ECONOMIC NEWS. I AM THE BLOGGER KNOWN AS SLIM FAIRVIEW. WELCOME TO MY VIEWERS FROM AROUND THE WORLD.

RECENTLY, THE IMF HAS REPORTED THAT MISTAKES WERE MADE IN THE EFFORTS TO SOLVE THE EUROPEAN ECONOMIC CRISIS.  THAT NOW, THERE SHOULD BE A FOCUS ON GROWTH.  FOR ME, THE FORMULA IS SIMPLE: CAPITAL INVESTMENT + ECONOMIC DEVELOPMENT = GROWTH.  

FOR ALMOST TWO YEARS, I'VE BEEN WARNING THE EUROPEAN LEADERS THAT YOU CANNOT CUT WAGES, FIRE PEOPLE, RAISE TAXES, AND CALL IT A SOLUTION.  THE STRICT ADHERENCE TO THE ONE-PRONGED APPROACH HAS TURNED AUSTERITY INTO A WEAPON, NOT A SOLUTION.

IN THE US, A DIVIDED CONGRESS HAS ENGAGED IN A BATTLE OF IDEOLOGIES.  THE MOST UNFORTUNATE ASPECT IS THAT BOTH SIDES HAVE EMBRACED AN INTRACTABLE ONE-PRONGED APPROACH.  YOU CANNOT CUT YOUR WAY TO PROSPERITY.  YOU CANNOT TAX YOUR WAY TO PROSPERITY.  STILL, NEITHER SIDE IS WILLING TO PURSUE ANY MEANINGFUL APPROACH TO SOLVING THE CRISIS......ETC.


THAT IS THE SIDE STREET JOURNAL REPORT FOR THIS EVENING.  I'M SLIM FAIRVIEW. THANK YOU FOR WATCHING.

VO:  SLIM FAIRVIEW IS SOLELY RESPONSIBLE FOR THE ANALYSIS AND CONCLUSIONS PRESENTED IN THIS PROGRAMME AND DO NOT REFLECT THE OPINIONS OF ......



CUT TO:


THE SIDE STREET JOURNAL EDITORIAL:

YOU CAN'T FOOL THE LION.

LET'S SAY YOU TELL EVERYONE YOU ARE A LION TAMER.  

EVERYONE BELIEVES YOU. THEY HAVE NO REASON TO DOUBT YOU.

WHEN THEY HAVE QUESTIONS ABOUT LION TAMING THEY GO TO YOU.  YOU ANSWER THEIR QUESTIONS WITH CONFIDENCE AND AUTHORITY.

THEN, ONE DAY, A LION WALKS INTO THE ROOM.  EVERYONE PANICS.  THEY RUN TO YOU TO SAVE THEM.  YOU PANIC.

WHY?

YOU CAN'T FOOL THE LION.


THAT IS THE SIDE STREET JOURNAL REPORT FOR THIS EVENING.  I'M SLIM FAIRVIEW. THANK YOU FOR WATCHING.



Sincerely,

Slim Fairview

slimfairview@yahoo.com

Copyright (c) 2013 Slim Fairview
All rights reserved.

See Slim's Profile on LinkedIn.

Egypt Restored

Slim Predicts:


With:

• The most recent realignment in Egypt 

• No solution possible without addressing the issue of The Economy and Jobs

• Egypt being a vital strategic ally arising from the Suez Canal being crucial to global trade

• The US at the precipice of Energy Independence

• China's growing need for cost-effective energy

China will:

• Strengthen Economic and Diplomatic relations with Egypt

• Become more involved in the African Economic Development and Growth Agenda

• Build a Canal

China will be growing its economy beyond expectations through:

• Partnerships with Egypt, Arab Oil Producing Nations, an African Economic Development Agency, and with Latin American partners.

• Africa's emerging economy offering a large potential for investors in manufacturing and natural resources.

• Latin America accelerating its agricultural output

• China becoming a vital link in the Global Commodities Markets

• Egypt's economic reemergence and stability will returning to the region. 

Regards, 


Slim.

slimfairview@yahoo.com

Copyright (c) 2013  Slim Fairview
All rights reserved.

Egypt, Brazil, Politicians, The Future

Using the wrong tools or using the tools you don't know how to use.



Report: President Morsi stepped down. Exactly what I told my wife would happen the moment he issued the statement about his determination to run the country.

Egypt does not need political reform. Brazil does not need political reform. Egypt and Brazil need economic reform.

However, politicians know politics not economics. Hence, politicians will work with what they know regardless of the fact that what they know won't solve the problems. And routinely do not solve the problems.

The same is true of the European Economic Crisis.  Except that in Europe, the European leaders are trying to solve the economic crisis using economics. 

Unfortunately, politicians do not seem to have a handle on economics.  There they are using tools they do not know how to use.

 Both paradigms have failed. And each will continue to fail. 

Then we have Congress.  In the US we do not have an economic problem. We do not have a political problem.  We have a process management problem. 

"You can't lead if you can't manage."  The Quotations of Slim Fairview


Regards,

Slim

slimfairview@yahoo.com

Copyright (c) 2013 Slim Fairview
All Rights Reserved