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Technology Stocks : Dell Technologies Inc.
DELL 126.41+2.8%Dec 19 3:59 PM EST

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To: kaka who wrote (170985)9/25/2002 2:14:05 PM
From: kemble s. matter  Read Replies (2) of 176387
 
Gary,
Hi!!

RE: Dell's profit on consumables will likely be lower than that for H-P... Since HP makes 55-60 percent gross profit on its consumables and uses those profits to fund an unprofitable computer business, Dell's entry into the printing business could be troubling for HP over the longer term."

Yep! As DELL climbs up the ladder in switches, storage and service...This ink/printer situation will continue to be an eroding cash situation for the others...What does DELL not have the ability to offer?

Thanks...

Best, Kemble
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