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 121.05

+4.9%

Feb 6 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sr K who wrote (174590)	3/15/2005 9:40:41 AM
From: kemble s. matter	Read Replies (1) of 176388

Sr.K, Hi!! Excellent points...But, how wouldn't DELL further benefit by not extracting all the profits from their sales on ink? Is the overhead DELL would "inherit" that heavy? Thus, the current margin decreasing? A few years back I had a conversation with an IBM guy over in Connecticut at a wrestling tournament...During a break I heard him mention to another parent: "Carly Forina"...We began talking and eventually the conversation turned to the possible vulnerability of HP's market share if and when DELL went after them on the ink...I had read that HP was possibly receiving an 80% profit margin on ink...He told me that IBM had information that showed HP garnering way over a 100% profit...He spoke strongly of how HP's achilles heel would come when some one cut into this huge profit... Best, Kemble

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next