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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: edamo who wrote (133868)6/22/1999 4:31:00 PM
From: Frank Ellis Morris  Read Replies (1) | Respond to of 176387
 
Ed,

What is your take on this problem with the long bond over 6%. I think we have a potential problem here. Although Michael's addresses could be a little more substantive, a crisis is evolving in the equities markets with the stubborn yield on the long bond above 6%. How do you think this will finally get resolved so that the stock market can move higher?

Frank



To: edamo who wrote (133868)6/22/1999 4:46:00 PM
From: PAL  Read Replies (5) | Respond to of 176387
 
ed, i am with you. why sell a used computer. dell is not a car dealer which sells new cars as well as used/reconditioned cars. the reason car dealers sell used cars because: a. they have high margin and b. they get trade-ins.

dell does not buy used computers, refurbish and sell but rather refurbish returned computers under warranty. with new computer prices falling, why dig into an area which would cloud the image and compete with new computers. i am puzzled ...

best regards

paul



To: edamo who wrote (133868)6/22/1999 5:08:00 PM
From: PMS Witch  Read Replies (2) | Respond to of 176387
 
Could Dell's used computer business just be getting rid of the systems returned at lease end? If the system on your hands cost you next to nothing anyway, why not pocket a few bucks? With companies moving toward leasing more and more of their capital equipment, motivated by favourable tax treatment of a lease, computer sellers will feel the pressure to offer leases. Having a method to dispose of those returned machines could become a competitive advantage.

Cheers, PW.




To: edamo who wrote (133868)6/22/1999 8:59:00 PM
From: jim kelley  Read Replies (1) | Respond to of 176387
 
Ed,

Your advice to Michael is curious and from my perspective useless.
He seems to be doing just fine without it. I would rather see him deliver consistent results against plan than to parade around like a pheasant looking grand and trying to impress small stockholders.

Do you run a 22 B company? or is the advice simply gratuitous?