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: Meathead who wrote (133940)	6/22/1999 10:05:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

meathead.."who makes all the money..the artist or the record company" can take that many ways.....intc and msft the record company..dell the artist.... and if intc and msft go in directions different then the pc what studio does dell record in...or do they just keep on releasing "greatest hits"?? you have finally opened your eyes to the weak link in the bto model...the bigger you get, the more subordinate you are to the down stream supply chain, more so if you depend also on r+d from the down stream.... what makes dell unique in the bto model is that they do it without their own r+d...most bto uses r+D and then has downstream primary and backup sources build to their specification. dell morphs itself into whatever they receive.....think it through meat head..think it through!!!

To: Meathead who wrote (133940)	6/22/1999 11:55:00 PM
From: kjhwang	Read Replies (1) \| Respond to of 176387

Re: Dell follows Intel and Microsoft. I don't see that changing anytime soon. Maybe I'm naive but it seems that both INTC and MSFT are testing waters outside of the "pc" space, i.e. Intel in the form of server farms and MSFT's strong push for Windows CE. How can dell follow if these pilot programs ramp into business mainstays? Although it seems unlikely for these cos. to divert focus from the mainstays of hardware/software development for the pc/server space, it seems that both companies are searching for other means of leadership beyond pcs... tci