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 125.07

+2.1%

2:38 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: TREND1 who wrote (118773)	4/19/1999 1:49:00 PM
From: Dave B	Read Replies (1) of 176387

Larry, Re-read my post. I didn't say a thing about Dell. Whether GM or Ford goes up or down year after year has nothing to do with whether automobiles are a commodity (and if you believe that stock price defines a commodity product then, again, you have no clue). Commodity products are undifferentiated products. Cars are very differentiated products. If anything, I'd say that the automobile market is a saturated market where y-t-y growth is low. But that has nothing to do with product differentiation. If you want to argue that the PC market is a saturated market like the car market, then maybe there's a meaningful conversation there. But don't forget that even if a market is experiencing 0% growth, there can still be tremendous shifts in market share among the players. Market share can shift to the Japanese manufacturers for a while, then shift to U.S. manufacturers. Revenues and earnings can/will shift a lot. But I dare you to put a Yugo next to a Rolls and tell me that there's no difference in the products because they're a commodity. Dave

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next