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: edamo who wrote (133029)	6/16/1999 4:36:00 PM
From: Boplicity	Read Replies (5) \| Respond to of 176387

DELL should get it together and build this part of the computer industry into it's model, service is too large a piece of the pie to let go by. It's time for DELL to grow it's model or be left behind. Selling PCs is not going to do it for them anymore.. Greg

To: edamo who wrote (133029)	6/16/1999 5:54:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

edamo, Re: dell contracts out to wang and unisys for services, can only go so far this way Wang and Unisys mainly provide basic hardware "break fix" services on a global scale for Dell accounts. It's not regarded as a profit center... rather a cost of doing business. This model doesn't scale much beyond that. Dell basically offers services as a way to sell hardware but are about to move in a direction that allows them to offer services for profit. The types of services Dell needs to get into involve technology partnering and consulting. Dell is well positioned to move into this territory because they have built a broad hardware base and a direct customer relationship... that 1 to 1 relationship gives them a built-in advantage over some competitors. Michael has stated this is now an area Dell will focus it's efforts and it will likely be built from within or it won't be profitable. Dell outsources some of these services now in order to win accounts but going forward, Dell's plan appears to be develop the infrastructure and intellectual base to reduce reliance on third parties. In the interim however, we could see more partnering as a way to provide early entry into new service segments and to provide a level of consistency for the customer. It won't happen overnight but the fact that it has become a direction of high corporate priority means they are focusing their efforts in the right direction. MEATHEAD