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 : Compaq
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: PCSS who wrote (51523)3/4/1999 10:42:00 AM
From: JDN  Read Replies (1) of 97611
 
Dear Michael: I think this announcement is DELLS admission that they have a pathetic R&D department. Dell has done well as they were able to take advantage of the price wars with their supplier and obtain excellent equipment for cheap price and marketed quite well the finished product. Well the suppliers prices are going up and finished PC's price going down. They are in a squeeze. I think they will make a run on the storage business thinking it will bring in high margin business to offsett the decline. However, they will likely be directly competing with EMC in that field and I think EMC will be a very formidable competitor. Software is equally as important as hardware in the storage business at the EMC level and EMC has developed their own. JDN
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