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 122.55

+4.4%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Chuzzlewit who wrote (52662)	7/21/1998 9:32:00 AM
From: Jim Patterson	Read Replies (4) of 176387

Chuzz, Man did you step into it with this one. >>>>Dell is unique in many ways. Probably the single biggest item that sets it apart is that it isn't a tech company at all! It is an assembly company. It relies for the most part on technology developed by others. This is not to say that it doesn't have significant R&D programs. Just that the bulk of the technology is developed by others. A second item that you have neglected is that Dell is a distribution company.<<<< You just said that DELL is a part assembler. That means that DELL is a commodity maker. Yes they are good at it, and have developed a unique way of distributing those commodities that they assemble. The big But is, Part assemblers should not trade at 75 times earnings no mater how incredible their growth is. Could you imagine the CEM companies like SCI trading at 75 times eps ? Thank you for so eloquently restating one of my main points. Jim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next