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 132.11

-0.8%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: BGR who wrote (111921)	3/24/1999 9:28:00 PM
From: Eggolas Moria	Read Replies (2) of 176387

<<As the old-timers in this thread (I am not one, though) always point out, DELL is not just a boxmaker and the barrier to entry is not low by any means.>> Agreed. Their business model and execution has been superb over the past decade. The barrier to entry constantly shifts and changes though, and a company which believes itself invulnerable because of high barriers might just find that the territory it's protecting isn't quite the same as where the battlefield is. Then we get a Harvard Business School case study.<G> <<DELL therefore needs to get serious about server development IMO.>> Agreed. Higher margins and profitable service. But one needs to find a way to provide the service. Service was the reason for CPQ buying DEC, IMO. As for growth in Asia, it's been impressive off a small base. Not to demean the achievement, but as always, execution after projections. The market will be watching and if Dell is successful (and highly profitable in Asia), then long-term holders may well be rewarded. Still no position in Dell, long or short.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next