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: JRI who wrote (134855)	6/28/1999 6:34:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

john...at this point the predictions of the future as outlined by msd seem to be a bit in conflict with the recent news.... msd speaks about the power of computing necessary to navigate and use the net....so the announcement today of auctioning off lease computers fits in where???? today about $2b on lease, that number growing every year...how many will return..are the corporate leases dependent on dell performing the asset recovery for the lessee? what is happening is what happened to the luxury car market in 96...many units coming off lease...manufacture programs supporting a dealer to refurb and resell with warranty...but again at the dealer level...the off lease pc not like a luxury car...it has no residual value...with a new dell at 899...what can you sell used for..do you include used monitor, keyboard, mouse, etc...do you warranty...does this distract from your stated goal of power computing???? dell will grow via service...new contract signed by dell/wang...who gets more dell or the contracted service entity...dell doing service as a "service" to client base, not as a primary profit center.. free isps....why...to enter the consumer market??? free isp with new computer..or with used???? help me my friend...the vision as of today is a bit cloudy...

To: JRI who wrote (134855)	6/28/1999 10:58:00 PM
From: FiloF	Read Replies (1) \| Respond to of 176387

Hi John. Excellent post. It is Dell's slowing growth rate, and resulting lowered expectations, that has the stock in the doldrums. (IMO, the lowered expectation will only help the stock in the long run!) I did have one question. Re: <Combined with Dell's increasing emphasis on higher margin opportunities, I think we can all feel pretty good about the stock for the long-term, or next few years> What are the higher margin opportunities you are referring to? Appreciate any insight. Regards, Filo