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 : Compaq
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Eddie Kim who wrote (25305)4/30/1998 4:47:00 PM
From: SecularBull  Read Replies (1) of 97611
 
CPQ shareholders have battle scars to display that DELL shareholders don't. I agree on that.

The market has decided that DELL's fundamentals are preferred in the current situation, and that's why DELL has been rewarded. The market also sees DELL's significant potential to continue to ravage the competition, especially as they try (and probably fail) to assimilate the DIRECT MODEL.

You either are, or your are not a direct marketer. There is no middle ground, and companies that CHOOSE TO NOT adopt the direct model CANNOT POSSIBLY be operated as efficiently as DELL is run. PERIOD. END OF STORY. THERE IS NO WAY THIS POINT CAN BE REFUTED.
In the meantime, as the metamorphosis of the industry occurs, DELL is uniquely positioned to capitalize at a previously unimaginable pace.

I think DELL is overpriced, and I WILL BE PROVEN WRONG BY THE MARKET.
I KNOW I'M RIGHT ABOUT THAT, BUT YOU WON'T FIND ME BUYING RIGHT NOW.

I will hold.

LoD
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