Silicon Investor (SI) -- The First Internet Community

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. -- Ignore unavailable to you. Want to Upgrade?

To: kemble s. matter who wrote (132694)	6/14/1999 7:56:00 PM
From: Bill F.	Read Replies (1) \| Respond to of 176387

kemble-so we both know where we stand.at least one of us will make money(g),maybe even both of us.cheers,bill

To: kemble s. matter who wrote (132694)	6/14/1999 8:30:00 PM
From: Sabrejet	Read Replies (2) \| Respond to of 176387

Kemble, isn't it amazing but the only time to make real money is to buy when fear is in the streets! Tell me, why would anyone sell or short say DELL @34??????? NO REASON!!! I argue this point over and over and still can't get all these so called investors or traders to do this. Most talk a good story but hindsight is what most speak of. BUY LOW....!!! Man it's so easy when you put the fear aside. sz

To: kemble s. matter who wrote (132694)	6/14/1999 10:00:00 PM
From: Ian@SI	Read Replies (3) \| Respond to of 176387

Kemble, What the Dell bears seem to miss is the customer loyalty that Dell establishes with its business customers through the "premier page" program. From my readings, it sounds as if Dell has offloaded significant costs, time, processes, inefficiencies from its customers as part of its value added proposition. Dell isn't just selling PCs, etc. to business customers. It's also providing significant value added processes that surround the the procurement, accounting, support, setup and maintenance of a corporation's network of PCs. ... and all at close to no extra cost to Dell. It's become the best, bar none at the outsourcing of this portion of its customers' business processes. ... so good that the competition don't look at Dell as an outsourcer but just as another box builder to compete with. They just don't get it. ... and it may well be a very long time before they do. :-) Ian.