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 138.80

-2.7%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: D. Swiss who wrote (153678)	2/11/2000 12:59:00 PM
From: rudedog	Read Replies (2) of 176387

Drew - but my point is the events that occurred in Q3&4 that caused the margin erosion should not be a problem in the coming Q's Yes, but DIFFERENT problems will cause margin erosion - in particular, ASP decline in the commercial desktop space. That will also make DELL's revenue targets harder to hit - if they go after that business they have to loser prices which drops margin and revenue, if they don't they lose share and even more revenue. They don't currently have a product which could be sold profitably at the iPaq price points but I'm sure they could bring one out. So I anticipate a different set of excuses, but the same margin pressure.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next