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 133.92

-4.9%

Nov 13 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: JRI who wrote (119137)	4/20/1999 10:07:00 AM
From: Ian@SI	Read Replies (2) of 176387

Very interesting conclusion to a CPQ story in today's WSJ.... Next step: Sort out -- once and for all -- an approach to direct sales. Charles R. Wolf, an analyst at Warburg Dillon Read, says Compaq must irreversibly embrace direct sales, even if it alienates dealers. Going direct is the only way to clip the 10% cost advantage he estimates that Dell Computer has in corporate PCs. "While the costs could be prohibitive in the short run," he says, "the distribution issue has to be dealt with, or in two or three years Dell will be the No. 1 PC vendor in the country." Finally, Compaq must accelerate its integration of Digital Equipment, paring back such outdated businesses as manufacturing computer boards and putting a halt to a proliferation of technologies. "The more difficult steps in the company integration haven't been achieved," said BT Alex. Brown Managing Director Philip C. Rueppel. "There needs to be a clear direction to customers [saying] where the company is going with all its multitude of technologies." Whole story at: interactive.wsj.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next