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 126.73

-0.4%

12:27 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Fangorn who wrote (60512)	8/24/1998 2:17:00 PM
From: The Phoenix	Read Replies (2) of 176387

You are completely wrong in your view of DELL and in a few months will have only yourself to blame for the lost profits. You assume that I'm not profiting from my other investments. I am careful about what I invest in and rarely pick a loser - although I have a few of those too :( The point I made was that it appears to me that DELL is competing in a market that isn't growing much with little value add which can be copied. No one, as far as I can tell, has shared anything with me that has altered this perception. If what you say (about DELL) is true... Why does Dell have more profits in the last two quarters than CPQ, IBM, and HP put together? Well, first it's a bit hard to compare CPQ, IBM, and HP profits against DELL since they compete in so many other markets and may have loses in those markets. DELL is clearly more targeted and focused. My contention is what if one of the above companies decides they are going to do a spin-out or subsidiarize their PC business in order to target the DELL model. If there is something that DELL has that keeps this from happening then there is a barrier to entry... So far I can not see one. OG

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next