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 125.97-1.0%Nov 25 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: T.R. who wrote (31277)2/27/1998 1:46:00 PM
From: Chuzzlewit  Read Replies (2) of 176387
 
TR, when the analyst said "Dell is leveraging the direct model to take advantage of component cost declines more effectively than its peers, effectively widening the price gap between indirect/direct and creating incremental opportunity for Dell near-term." what she meant was:

1. By relying on the best inventory control in the business, Dell takes better advantage of falling component prices than its competitors.

2. By eliminating resellers Dell enhances its profits by keeping the resellers' profits and decreasing handling costs.

Those of us who have been invested in Dell and studied the fundamentals of this company have known this stuff all along. Like we've been saying, the value that Dell brings to the table is the manufacturing and selling process, not the technology of the product. Maybe we should get the analysts' salaries.

Regards,

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

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News