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Technology Stocks : Dell Technologies Inc.
DELL 120.45-0.1%Jan 12 3:59 PM EST
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To: Kenneth Aird who wrote (109308)3/12/1999 6:12:00 PM
From: BGR  Read Replies (3) of 176387
 
Kenneth,

IOW, you are saying that this is going to be a pure pass through application. Even in that case, if profits are 0 (to match the others who make money from advertising) ROIC cannot be positive.

It's kind of like other boxmakers subsidizing the lower end box market with higher margins from servers to maintain market dominance (translates to revenues in DELL's case).

Or at least that's how I see it.

-BGR.
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