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: Frank E W who wrote (133134)	6/17/1999 7:39:00 AM
From: GVTucker	Read Replies (1) \| Respond to of 176387

Conclusion: Party is just getting started with DELL and GTW CPQ has imploded this morning--they have preannounced the loss everyone thought was coming. Good news for DELL (a competitor is having major problems), but also bad news for DELL (pricing may get more aggressive as CPQ tries to grab back market share). Trading in DELL should be interesting today.

To: Frank E W who wrote (133134)	6/17/1999 5:08:00 PM
From: Frank Ellis Morris	Read Replies (2) \| Respond to of 176387

>>part of the falling prices are absorbed by the OEM's that supply Dell. They are simply passing on the savings to the consumer. So as long as they can increase sales faster or close to the same rates that they are lowering margins, the Direct sellers of PC's will continue to prosper. They will prosper by capturing new entrants into the PC market, and by capturing market share from the Channel sales folks.<< Frank Your post was excellent and makes a lot of sense. You also have a lot of professionalism and class. Thanks for spending so much time and research on your comment. It is much appreciated. You should be on the Dell advisory board. Best Regards to You and all shareholders of Dell Frank