SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Compaq
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: dav who wrote (65238)7/16/1999 6:03:00 PM
From: Stockman_77079  Read Replies (2) of 97611
 
If there is something to worry about in the future, I would worry about the future of Dell. Dell is having its days now with a good business model, however, Dell is really stuck in the PC commodity business. With PC price dropping, Dell will have its problems soon. Seeing companies such as IBM being successful in services,Dell is trying to develop the services org.. A good services org will take years before it becomes a large source of revenue. Unless of course, Dell can go out and buy a service organization instead of building it. Such an acquisition would take a huge premium, I don't think Michael Dell would spend this kind of money as in the case of them not willing to pay the premium to get an internet service provider.

Compaq is having its share of problem, but it is positioned well in all of the enterprise platforms. It also has a good service organization. It will be just a matter of time before Compaq will get its acts together and be very profitable again.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News