Dell Technologies Inc. Message Board

STOCKTALK

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 133.35

+0.1%

Nov 28 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Geoff Nunn who wrote (47518)	6/14/1998 1:24:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

Good morning Geoff, I thought your arguments were exactly on target. One of the problems some people investors have is that they are technically sophisticated (from an engineering or electronics point of view) but lack even a rudimentary understanding of economics or finance. The surprise is that many high-tech businesses unfortunately suffer from the same short coming. Arguing that declining ASPs per force is a death blow to the industry (while ignoring elasticity) is one such case. Another is the failure to truly understand the concept of "value added" by insisting that it must be something unique, and finally the failure to appreciate the fact that barriers to entry take a multiplicity of forms (not just proprietary technology). Again, thanks for your well-informed, clearly reasoned posts. TTFN, CTC

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next