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 : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: PAL who wrote (36286)	7/20/1999 9:54:00 PM
From: Jim Willie CB	Respond to of 152472

Dell is not dead... their latest victim was Compaq... they have also hurt HewleyPack... they take market share from all rivals... they have now a hugely successful peripheral website doing something like $1b in sales already Dell is not dead... they will grow more slowly... they have insane efficiency, and make their suppliers invest in Dell's efficiency... in 1998 IBM lost $1b in PC business, doing better now... everyone gets hurt by Dell... dont be surprised to see them grow by a healthy 25-35% per year interesting: PC's show slower growth with declining margins... wireless shows screaming growth and expanding margins for its newest handset models... I like where my coinage is parked change of the tech guard taking place: WIRELESS RULES / jim

To: PAL who wrote (36286)	7/20/1999 9:57:00 PM
From: marginmike	Read Replies (4) \| Respond to of 152472

Besides praying to the PC gods what will spur Earnings growth? How will they expand margins? How will they maintain Rev growth. Qcom stock took off because it freed up value that wasnt there before. What can DELL do that can emulate QCOM? I think Micheal Dell is a genius, and DELL is a great GREAT company. HOWEVER I think Their market is saturated, and their business becoming much more competitive. There is no way with its current model that they can recreate growth they have had for last 5 years. Unless they buy, or get into a completly new business involving Thin servers. Actually DELL should buy COMS or the Palm Pilot from COMS. They could then build a new line of thin server products. Without a change in direction DELL IS AS GOOD AS DEAD MONEY

To: PAL who wrote (36286)	7/20/1999 10:22:00 PM
From: John Meares	Read Replies (1) \| Respond to of 152472

Just being funny - own both! <eom>