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 : Compaq
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Elwood P. Dowd who wrote (93779)11/18/2001 7:07:14 PM
From: MeDroogies  Read Replies (1) of 97611
 
I said that Dell's price war was a huge mistake back when it started. They don't realize the damage they are doing to themselves and the market.
It is better to let the bottom feeders feed on the bottom than to try to kill them all in a feeding frenzy. When you kill them all...it alters the ecosystem dramatically and you need to adapt. Not knowing the endgame shows Dell hasn't prepared for this eventuality.

If Dell wanted a price war, the best way to do it is to BRAND the Dell name (which they had done spectacularly up til then), and open a low-end name that takes on the low-cost, low margin market. Then you can have the best of both worlds...high margin sales (people willing to "pay for the name") and the low margin arena (general public sales).

Dell has killed itself and hasn't figured it out yet.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News