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: kemble s. matter who wrote (146373)	11/3/1999 9:55:00 AM
From: lebo	Read Replies (3) \| Respond to of 176387

First Latin American plant by DELL WOW

To: kemble s. matter who wrote (146373)	11/3/1999 11:57:00 AM
From: Craig Lieberman	Read Replies (2) \| Respond to of 176387

Kemble, Cheating off the smart guys, I put together a DELL analysis page on my web site. Take a look and give me some feedback. 3dconnections.com I wanted to present the case for buying and holding DELL stock both for the short term and for the long term. I don't think I went far enough in presenting the long term case yet. Craig

To: kemble s. matter who wrote (146373)	11/3/1999 12:49:00 PM
From: Chuzzlewit	Read Replies (4) \| Respond to of 176387

Hi Kemble and thread, I am back after a well-needed rest from SI. Here are my thoughts (such as they are) concerning Dell. We are seeing mounting evidence that Dell is dominating the PC market. The decision by IBM to quit selling Aptiva through channels and the news concerning Packard-Bell prove that Dell's business model is dominating the market. But, let's not get too euphoric. Dell's model is vulnerable to component price increases. Some of the old-timers on this thread may recall that I argued that component price drops along with decreasing ASP were positives for Dell because of its tight inventory management. But the converse is also true because Dell lacks the safety stocks of some competitors. As a result, I expect some earnings pressure over the next quarter, but that should resolve itself as prices stabilize. I'll post more on this later -- I am losing electricity because of repair work. TTFN, CTC