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 133.180.0%12:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: BUYandHOLD who wrote (23653)11/30/1997 6:10:00 PM
From: Meathead  Read Replies (3) of 176387
 
Charles - Dell is not really even on the radar screen in terms
of home sales. In Q3, they sold 1.2M systems worldwide. Out
of that, ~50,000 were to home users... so what's that,
about 4%?

Dell's strategy is brilliant. Go after the exploding high margin Wintel server and workstation business while it's young and ripe. Estabilish yourself as #1 in this area before too many get
a foothold.

Many of the uninformed think they are going to get their clock cleaned by avioding the bottom of the home segment. My assertion
is, well, theyr'e uninformed.

MEATHEAD
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext