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: Jim Patterson who wrote (57336)	8/10/1998 2:10:00 PM
From: rudedog	Read Replies (1) of 176387

Jim I posted my suspicions on where CPQ would go against Dell last week - They can produce products which have the same specs at a lower price, they can produce products which have greater capability at the same price, they can leverage a combined HW and services contract to offset HW discounts. Dell could play the price game but they probably should hammer on excellence of field execution to develop and maintain customer loyalty, which is high, and take advantage of CPQ disarray in the field due to the DEC merger and channel conflicts, which will take some months to resolve. They can surely command a premium at the moment, the question is how much - that will determine the pricing action needed. If this continues, Might DELL be forced to move up to the higher points on the food chain ? Dell will have an even harder time trying to move up the food chain as a way to preserve price points, as they do not currently have a way to provide the offerings with a reasonable cost basis. It will take them some time to get there if they decide to go that way.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next