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

To: Sig who wrote (146307)11/2/1999 10:33:00 AM
From: jim kelley  Respond to of 176387
 
Sig,

Re: they can produce for 1/2 the costs of the competition

It is true! Just look at CPQ's financials. Their OPEX is really huge. It is 20% and change. DELL's OPEX is about 10%.

JK



To: Sig who wrote (146307)11/2/1999 8:54:00 PM
From: Moose  Read Replies (2) | Respond to of 176387
 
That makes twice Dell has stated they can produce for 1/2 the costs of the competition

Always the bull. Either I lack the vision to see where DELL can go from hear, or MD does. I'd guess MD is a smarter guy than I, so I'll hold my shares for now;-) Nonetheless, DELL is going to have to start landing BIG contracts with the Internet services companies (INTC, EXDS, etc.) in order to continue the kind of growth you and I are used to.

Comment?

-Moose


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