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 126.25

-0.8%

1:22 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: calgal who wrote (156776)	5/5/2000 1:03:00 PM
From: kemble s. matter	Read Replies (1) of 176387

Leigh, Hi!! RE: However, Charles Smulders, principal analyst for San Jose, Calif.-based technology market research firm Dataquest, said the company has not yet addressed the problem of distribution efficiency. He noted that Compaq's average inventory turnover the past few years has remained level at 14 times a year, while direct-selling powerhouse Dell's inventory turnover averages 60 times a year. In an industry in which inventory loses 2 percent of its value every week and gross margins are less than 10 percent, Smulders said, gross margins evaporate if inventory doesn't sell rapidly. 85% frictionless in 18 months....The squeeze will only be tighter... Best, Kemble

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next