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Technology Stocks : Dell Technologies Inc.
DELL 132.08-0.8%3:59 PM EST
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To: rudedog who wrote (129655)5/28/1999 1:09:00 PM
From: D.J.Smyth  Read Replies (1) of 176387
 
dog <We saw Gerstner, Pfeiffer and Platt start the mantra - they were already shifting their own businesses away from PCs and knew they would have weak PC growth so why not make that a positive? >

CPQ et al freely admit they are shifting. But they are shifting because of the thin margins, created primarily by competition from the direct sellers. The mantra, then, falls on Dell. CPQ, IBM, HWP et all have PC margins which, frankly, suck. Dell's margin, conversely have allowed continued steamboating. Since Dell's margins have flushed Dell with cash, the success factor feeds on itself and Dell is able to address ever increasing innovations MUCH quicker than either CPQ or HWP without experiencing abnormal debt (as CPQ did in the Digital takeover). Thin margins wreak havoc mostly on plans for R&D and future innovation. Dell can financially afford to choose their time to inform investors of new paths.
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