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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Earlie who wrote (80429)6/18/2002 1:58:28 PM
From: Jdaasoc  Read Replies (1) of 99280
 
Good to see the Dell execs (finally) talking about this skeleton openly

Since Dell management has shown a proclivity to gamble against the value of their stock like MSFT and hopefully not like ENE, do you think they they will double down their bet if their stock comes under additional pressure.
I still don't know how many people will want the enormous quantities of WinTel boxes that DELL will have to whore out as ASPs keep dropping. I just don't how they can grow gross margins as hardware required for a PC just keeps dropping and dropping. At some point, people will realize it just a box like a microwave or VCR and seek lowest cost solution made directly in China.
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