Dell Technologies Inc. Message Board

STOCKTALK

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 : Dell Technologies Inc.

DELL 125.65

+2.6%

1:35 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: rudedog who wrote (144412)	10/12/1999 10:42:00 AM
From: Sig	Read Replies (1) of 176387

<<Some of this is no doubt in preparation for their foray into consumer PCs. As I have pointed out earlier, the consumer business is a lot different than the BTO business DELL has been in, and benefits from large production runs where component costs are minimized and production efficiency is maximized.>> Good post Dog. To continue into the future, there has been unprecedented demand for computers/technology to the extent component makers are strained to keep up. And Dell growing at several times the industry rate, has to look ahead to a tripling or quadrupling of output rather than a mere 100%. Some smaller, less stable companies who were past suppliers to Dell must get their act together, make plant investments and commitments or will get left out in the cold and be replaced by those who are able and willing to produce the quantities required to keep up with Michael(G). Recently the "deals" have become so large (bils and years) they are getting publicized, and help fill in the picture of what Dell can become when those square miles of building sites in 5 countries are fully developed and manned. Regards Sig (hoping not to offend any desperate gold-hoarding, bears)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next