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 133.20

+5.7%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dr. D who wrote (53093)	7/22/1998 10:26:00 AM
From: SecularBull	Read Replies (2) of 176387

TO ALL! You've got to read this post to me on the DELL Bear Thread from AJ Berger. What a riot. I particularly like the part about DELL ignoring retail distribution! >>DELL Bear's are coming out of hybernation Last year I correctly predicted the WDC was in trouble when it was trading in the $50's and no one wanted to listen. I feel the exact same way about DELL for similar fundemental logic. I know these statement are written with a broad stroke, but consider; 1. DELL continues to ignore the growing sub-$1,000 market 2. DELL continues to ignore the retail store and VAR market 3. Boring Notebooks continue losing share to IBM and Toshiba 4. HP & Compaq Corporate Desktop offerings still more compelling 5. HP, Compaq and now Sony taking consumer market share away 6. Internet based web purchase/configure done by competitors too 7. DELL Direct division is fraught with pricing & delivary problems. 8. Xenon based servers are too ambitious to be taken seriously 9. Outsource/VAR's continue to sell HP & Compaq server and leave DELL to the do-it-yourself'ers, thus increasing DELL support costs. I have no agenda, and won't be back to debate these points. Just want to go on record that as of this date, DELL should be trading below $40 a share over the next 4 months. <<

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next