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Technology Stocks : Dell Technologies Inc.
DELL 141.36+1.7%1:29 PM EST

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To: Techie who wrote (48586)6/22/1998 10:02:00 PM
From: Chuzzlewit  Read Replies (1) of 176387
 
Techie,

Please show me how a tiny bit too much channel inventory not the sub-1k which has done very well. results in a 10% haircut on gross margins. Inquiring minds want to know. And while you're at it, please explain why every player in the sub-zero game had a similarly poor experience.

If this think took off fast enough to claim 10+% market share in a little over a year, the players in it couldn't possibly have done too poorly.
This is a rather unique argument. It boils down to 'they must be making money, because if they weren't why would they be doing it?' I won't comment on the apparant illogic of that statement but I think one point is clear. They are locked in a death grip, and don't know how to disengage themselves. As Geoff Nunn pointed out, they are fighting for market share.

TTFN,
CTC
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