Random Musings of a Virgin Trader (was Dell Diary) Message Board

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Technology Stocks : Random Musings of a Virgin Trader (was Dell Diary)

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To: powershred who wrote ()	3/6/1999 5:27:00 PM
From: powershred	of 210

Niles dont buy.... Message 8183622 thanks to jbn3..... Pretending I am Lou at blue....going thru my financials line by line...I noticed that while we make pretty good boxes...the margins and returns on that side just are not attractive. Now, looking at our service business...it is another story. Competition is definitely a pain in the box business...oh dear...what to do. Hmmmm..... Well, if I can sell components at a higher margin to an efficient boxmaker, I would get better margins and better growth WITHOUT having to be a boxmaker!...we still participate in the boxmaking industry but without the pain of figuring out how to get the best return from our invested assets........who do we call?...DELL! Nothing for DELL, says Niles....Hmmm...really? how about indirectly killing another competitor?

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