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: jhg_in_kc who wrote (112377)	3/25/1999 5:18:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

jhg, of course there's money left, but what you are witnessing is the inevitable winnowing of the field based on efficiency of operations. CPQ, HWP and IBM have all experienced significant problems in generating profits in the PC business because of their uncompetitive cost structures. IBMs gradual departure will create a vacuum that will be filled by guess who? I expect Dell to increase market share over the coming years, and this time the losers will be companies like CPQ, HWP and IBM rather than the white box makers as in the past. TTFN, CTC

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next