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: edamo who wrote (95946)	2/8/1999 11:41:00 AM
From: Skeeter Bug	Read Replies (1) of 176387

ahhh, a thinking person. i appreciate your incite and comments. w edwards deming, i believe, had a philosophy that margins should always be low so as not to attract long term competition, just as you cite. however, in the case of mu, short term greed took control. now look at them... i guess their alternative would have been to put their parts on allocation vs raising the price. perhaps everyone and their mother wouldn't be selling dram now if they had and they might not have lost money last year. however, i never said that emotions such as greed aren't a factor. it just isn't rational. business execution is key. you must know what adds value and do it. however, you now sell something different. a product plus added value as perceived by the customer. yes, you must be nimble to stay in business. the human factor plays a part. but it is also necessary to know why prices are declining and margins are thinning. if you see a glut getting worse and expect prices to move up then you are in wonderland next to alice. maybe diversification is necessary. maybe one must slow production. maybe one must sell the business while the getting is good. nothing substitutes hard work and a good business model. the theory is accurate and helps one understand why they are having to react on the fly. anything humans are involved in has to account for the "human factor." good luck... fyi... exchange2000.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next