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Technology Stocks : Dell Technologies Inc.
DELL 120.49+0.7%Jan 16 3:59 PM EST
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To: Dan3 who wrote (174907)5/20/2005 1:13:03 PM
From: kaka  Read Replies (1) of 176387
 
Dan3,

Re: Dell doesn't design anything and they don't make anything. They are terrific distributors and marketers of products designed and built in China from templates and components supplied and manufactured by Intel. It's been a winning strategy for a long time, but if the guys who actually design and manufacture the stuff Dell distributes ever get tired of leaving Dell's gross margins on the table, it is over for Dell.

First Ben Rosen, then Michael Capellas, then Carly Fiorina, joined by countless Dell rivals, and now Dan3. The same argument is made over and over. Scientists say the sun will eventually burn out also, but I'm not stocking up on can goods at this moment.

cheers,
kaka
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