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 129.98-6.2%Dec 12 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mike Van Winkle who wrote (148426)12/3/1999 4:05:00 PM
From: rudedog  Read Replies (3) of 176387
 
Mike -
I give up. DELL has never managed more than about 8% NET. That's OK, that's good... but it means that since servers have better than 12% net margins, and options (disk memory etc) take high end desktops up closer to 10%, then DELL MUST be selling some stuff at less than 7% - simple math right??? Do you have any idea what the current net margins are for the Dimension line??? What will they be for consumer products which are cheaper yet? Are they currently selling any lines with 4% or less net?

You talk about forecasting as having something to do with CPQ's consumer business. Do you know that virtually the whole of the consumer line is pre-sold before it is manufactured, and goes right off the dock to the retailers - just like DELL?? It is obvious that you have no idea about how this business works. It is not anything like CPQ's commercial business. And DELL's consumer business will not be anything like their commercial business either. That's why they set up a separate business unit to run it.

Please take a little time to understand the mechanics of the business, even if it's just DELL's business you want to look at. This whole discussion has exceeded my ability to stay interested.
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