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 133.20

+5.7%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: MichaelW who wrote (34960)	3/19/1998 8:39:00 PM
From: rudedog	Read Replies (1) of 176387

Got to be good news for Dell. IBM today announced steep discounts on PII product, CPQ has not matched this since PII is apparently not what they need to move. Dell should be able to get either better margin or lower price with the same margin almost immediately... sector movement depends on whether the analysts are smart enough to figure this out, but it should be pretty obvious that rapid component cost drops benefit Dell more than others, in this case IBM's current PII inventory in the channel hurts them.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next