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 : Dell Technologies Inc.
DELL 122.68+0.2%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: rudedog who wrote (145445)10/21/1999 8:40:00 AM
From: Lee  Read Replies (2) of 176387
 
Morning Rudy,..Re:.valuable lesson last year with CPQ - knowing a lot about the company is no guarantee that I will see the underlying issues, especially if I am willing to "write off" the things that don't fit.

Thanks very much for an excellent post. I've also been concerned that we are not objectively evaluating either industry or Dell specific challenges. Your statement above illustrates exactly what I did with respect to parts shortages which later turned out to be DRAM price pressures??? Yikes, what a surprise?

It seems that if hard earned money is at risk, then the only responsible way to manage these risks is by objectively examining all alternatives or possible outcomes.

Cheers to you,

Lee
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