SI
SI
discoversearch

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 137.72+3.1%3:10 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: rudedog who wrote (54628)7/28/1998 11:36:00 AM
From: Chuzzlewit  Read Replies (1) of 176387
 
Good morning Rudedog

I agree with your points. The critical measure is the rate at which computers find their way to the end consumer. I think critics on this thread have pointed out that Compaq did not complain about this method when it was stuffing the channel and consequently sales were overestimated.

Nevertheless, I think it is clear that Dell is rapidly closing the gap. As you know, I had originally calculated five years to accomplish catching Compaq. I am now estimating that it is closer to three years, but will get a better fix when we see Dell's second quarter numbers.

TTFN,
CTC
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News