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 130.66

+0.6%

3:08 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: kemble s. matter who wrote (146451)	11/3/1999 11:35:00 PM
From: Sam Bose	Read Replies (2) of 176387

Kemble, My bet's on HP. With IBM its a matter of pride and they might use the PC as a loss leader for selling their services where the bulk of their profits are anyway. Gerstner (sp?) is already on the record with his desire to concentrate IBM's efforts thataway. The wild card of course is a possible deal with DELL which Michael Murphy (California Tech Newsletter) was talking about the other night. Gateway is too good at what they do: selling to consumers. Compaq will always be there simply because of their immense scale worldwide. They may be losing marketshare to DELL left and right, but they still are huge and a factor. Which leaves us with HP. I may of course be completely wrong <VBG>. Your thoughts? Best Wishes, Sam

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next