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 117.79

-1.4%

3:56 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Keither22 who wrote (114219)	4/5/1999 1:49:00 AM
From: stockman_scott	Read Replies (2) of 176387

<<What's been plaguing Dell's shares recently does not qualify as news. Watchful investors have known for months that Dell's dominance in the mail-order personal computer business is under attack from Compaq and IBM, which have begun selling their products directly to customers as well. And it is no mystery that the only real growth in PC sales today is among computers that sell for $1,000 or less. Dell's products carry much higher prices -- on average more than $2,000. >> Keither22: The above quote is from Sunday's New York Times. They fail to mention that CPQ and IBM are sure having trouble going direct. In fact we know that IBM's computer operation lost about $1Billion last year. DELL's sales and profits continue to rise -- they have the best operational efficiency and execution in the industry. DELL is selling more servers and storage products in order to go after a higher margin. Yet, they now offer complete Pentium PC systems at around $999. DELL is VERY competitive on price but is commited to maximizing shareholder value. That is why they have migrated a great deal of their business online. IMHO, the NY Times will have some new articles to write in the next 6 weeks when DELL sets the record straight. The DELL Growth Story is intact. Best Regards, Scott

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next