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 : Dell Technologies Inc.
DELL 114.44-3.4%Jan 30 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: John Rowton who wrote (19067)10/25/1997 10:32:00 PM
From: dennis michael patterson  Read Replies (3) of 176388
 
On Fleckenstein: I am currently long Dell. But Fleckenstein makes an excellent point in his interview. On the bottom of the first column on p.33 he observes that a production manager at Digital said their customers want to see the biz side of things trimmed in the same ways as the consumer side. In short, computers that do less (but more than enough) for far less money. This claim is important for Dell because the entire argument for Dell is built on the claim that the business/server market is different. Well, unless it remains so, Dell could fall, and hard. Also, check out the fund listings in yesterday's IBD. It seems Dell is a "sell" at a lot of funds. Finally, with Intel breaking 80, nothing may be safe. Comments welcomed.
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