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 126.42+2.8%Dec 19 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jim Patterson who wrote (37338)4/9/1998 2:51:00 PM
From: Lee  Read Replies (2) of 176387
 
Jim P.,..Re<<Dell Meeting>>

1. Opportunities for internal growth "massive" - therefore, not looking for acquisitions to boost current business.
2. Inventory liabilities minimal - inventory devalues about 1%/week and compared with others who buy on a larger scale, Dell is liable for maximum 7 days. (There goes the failure of the JIT model conjecture.)
3. PE is undervalued if compared with growth.
That's all I remember exactly, perhaps others could add.

Generally, Dell sees lots of opportunities where others (bears) see mostly dead-ends. Those with vision?

Regards,

Lee
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