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 120.53+0.7%Jan 16 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mark Brown who wrote (46286)6/4/1998 1:10:00 PM
From: Chuzzlewit  Read Replies (1) of 176387
 
Mark, I agree entirely with your points. Dell is clearly targeting the upper end of the PC market and making excellent progress in servers and laptops. That's why the ASPs didn't fall as rapidly as the industry average. If and when Compaq and IBM get their inventory problems squared away (and I'm not holding my breath on that) we should get a dramatic increase in profit margins because it looks as if component prices will continue to fall.

I do believe that Dell management has been a bit disingenuous in explaining away falling prices as simply the result of falling component costs. The real reason, of course, is that they operate in a competitive environment and must price according to the market if they wish to remain competitive.

TTFN,
CTC
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News