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Technology Stocks : Dell Technologies Inc.
DELL 133.19+5.7%3:59 PM EST
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To: Knighty Tin who wrote (103706)2/22/1999 12:06:00 PM
From: SecularBull  Read Replies (1) of 176387
 
Michael, if unit shipments are not as important as net income (a point on which I agree with you), couldn't it be argued that DELL's increased profitability (in net income and margins) is the result of DELL cherry-picking the best parts of the market? Otherwise, how could DELL be making more money, on less sales (as you claim)?

Thanks for the analysis (in advance).

LoD
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