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 125.20+2.2%1:04 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: TwoToTango who wrote (69020)10/3/1998 11:35:00 PM
From: TigerPaw  Read Replies (1) of 176387
 
His theory: Dell will be hit hard by rising DRAM prices.
While it is true that Dell would be hit first by an increase in DRAM prices, after Apple was hit a few years ago with a warehouse full of DRAM, none of the major companies are keeping more than about a 30 day supply on hand. Any individual component would have a very short term impact, certainly not enough to cut 50% from the stock price. More like 1/8 and only for the month in question.
TP
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