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Technology Stocks : Dell Technologies Inc.
DELL 125.07-1.7%11:15 AM EST
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To: Chuzzlewit who wrote (47158)6/11/1998 6:41:00 PM
From: Suresh  Read Replies (1) of 176387
 
Chuzzlewit,

it maybe a good idea to see what DELL is doing rather than what they are saying;

All this time, DELL mantra had been;

1) Very lean and mean operation
2) Not interested in the first time buyer.. needs too much hand holding
3) Not interested in sub-zero segment. It is not profitable.

Now, DELL's recent actions;

1) Plan to reduce expenses 50%
2) Plan to enter sub-zero market

Draw your conclusion.... I would think they are trying really hard to maintain the growth going forward. Will they be successful ? I don't know. Is it worth risking all the return or gains one has with the investment position ? For me it is not worth the risk.

Another factor to consider... health of an industry depends on majority of players making money in the food chain. In PC segment (hardware side) you can really count the number of companies that are profitable.

-Suresh
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