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 122.55

+4.4%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Meathead who wrote (23043)	11/24/1997 10:20:00 PM
From: craig crawford	Read Replies (1) of 176387

<< If you want to know where to put your money, read my past posts. Dell, Intel, Microsoft or substitute Compaq for Dell if you hate Dell but definately own one of the two boxmakers. >> Interesting that you compare Dell to Microsoft and Intel. Does MSFT have any equal in the software industry? Nope. Total dominance... Does INTC really have any competition in the microprocessor industry? Nadda... something like 85% market share. Does Cisco have any worthy rivals in the networking industry? Don't think so. BAY/ASND/CS/COMS all have problems and are much smaller... Does DELL have any serious competition in it's business? YES! Compaq, who is almost twice as big. You said it yourself "substitute Compaq for Dell if you hate Dell but definately own one of the two boxmakers." You just helped make my point. There is no substitute for MSFT, CSCO, or INTC. There is a substitute for DELL. That is why DELL shouldn't be granted quite the same premiums that Wintelco enjoy. Don't expect to see WinDELLco anytime soon... (P.S. DELL is a fine company. So is the price)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next