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 : Dell Technologies Inc.
DELL 127.43+4.0%3:23 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: wayne nikituk who wrote (115981)4/10/1999 1:34:00 PM
From: rvgent  Read Replies (1) of 176387
 

Jim--I dont quite understand that if Compaq is suffering margins/demand at the high
end how DELL wont be affected?
Also, is this quarter's shortfall at CPQ mainly due to poor execution
by not having enough/too much of certain products, with poor cost control?
appreciate your thoughts


Compaq is operating on very thin margins.. There are posts
both on the CPQ thread and out here, which show that a small
drop in revenue caused a massive drop in earnings. If their
revenues had dropped by approx further 3%, they wouldn't have
made any earnings this quarter!

Neither INTC nor DELL operate on those sort of margins
thankfully.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext