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Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST
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To: Chuzzlewit who wrote (47501)6/14/1998 11:57:00 AM
From: Techie  Read Replies (2) of 176387
 
C, I don't have time to post the same points over & over again. Time will show you who is right and who is wrong. I certainly hope you won't have to give back all your Dell profits as tuition.

The indirect guys had to protect their existing biz. That's not because of the barrier to entry, but you couldn't figure that out. A newcomer won't have that issue to dwell with.

The semi industry is experiencing a slowdown, the entire street knows that but let's make it a secret on this thread.

Asians would continue doing exactly what they did. They will dump as long as their variable cost is less than the price they can get for their product. You are a financial analyst, so you should at least get that part.

Dell claims they don't compete on price. If they start doing that they will certainly suffer on the margins. Which by the way WILL HAPPEN because they won't be able to survive unless they drop their bloated prices. Whether or not this will happen because their competition will operate on laser thin margins is totally irrelevant to this discussion. IF CPQ was an expensive stock would that automatically make Dell an inexpensive stock?

There are too many Texans on this thread with too many friends working at Dell. I'll say that's a subjective, distorted view of the world.
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