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 127.43

+4.0%

3:23 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tumbleweed who wrote (60494)	8/24/1998 12:52:00 PM
From: The Phoenix	Read Replies (4) of 176387

TO ALL, I want to thank you for the responses to my initial question regarding DELL and it's business practices. It's fairly clear to me that although DELL has indeed perfected JIT and customer service practices that they really do not have any inherent value add which can not be emulated by someone with reasonable capital. It's difficult for me to comprehend why this company has earned such a high valuation, but clearly (as was pointed out by one of you) the stock is operating in a disconnected way from the market and the company. My investment style if to seek companies that have unique value add in growth markets which have barriers to entry. DELL really doesn't fit this model. Unfortunately the MM's keep hyping this stock and the pup keeps cranking along so I'll miss this ride. At the end of the day however I just don't feel comfortable since much of the stock price is predicated on continued growth in a market that isn't really growing that fast and where competitors can somewhat easily emulate DELL's distribution practices. Anyway, thanks again for confirming my views on DELL. Gary (OG)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next