SI
SI
discoversearch

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: calgal who wrote (146469)11/4/1999 1:19:00 AM
From: jim kelley  Read Replies (1) | Respond to of 176387
 
Actually, Wall Street has been buying for several weeks now!

The real message this quarter is not EPS but the revenue growth due to market share increase. This marketshare increase is much higher than projected. The implications are clear. DELL will be the leading PC company. The other companies simply do not have the correct business model. Their cost structures are too high. It is too late for them
to correct this fundamental problem.

JMO

JK



To: calgal who wrote (146469)11/4/1999 7:08:00 PM
From: kemble s. matter  Read Replies (2) | Respond to of 176387
 
Leigh,
Hi!!
RE: If your understanding from the shareholder's meeting was that one of the top five PC Maker's would disappear, which one are you expecting that to be? :)

I believe IBM is already done deal...so, I venture to predict that Michael was referring to who he wants to "push" out of the industry...
:o)

Best, Kemble


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News