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 127.22

+3.8%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: rudedog who wrote (144572)	10/14/1999 12:05:00 PM
From: Mike Van Winkle	Read Replies (1) of 176387

rudedog, re: If MSD does not play ball and give the vendors what they want, he will have a shortage. If he does, he will alter DELL's model going forward, maybe for years. Between a Rock and a Hard Place, as we say here in Texas. First, Dell's model is unaffected by long term contracts. Second, the LCD shortage was the issue being addressed and the deal was with S. Korea not Taiwan. It did not have the appearance of "a rock and a hard place" deal to me; and the $200 million up front cash from a cash cow like Dell was an Intel like strategic move. Cheers Mike

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next