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: rudedog who wrote (150252)	1/4/2000 1:04:00 PM
From: kemble s. matter	Respond to of 176387

Hi!! RE: But don't expect CPQ to go away any time soon. Hey, I don't....but, then I never bought anything for the short term....and my reference was directed at my investment philosophy...Long... DELL currently is approximately twice as cost efficient as any other company....I believe their direct methods will continue to squeeze the others...Comments made by management has strongly alluded to this in the recent past...I believe it was Joe Marangi that made the statement this past July that there are very few... other than those currently at DELL ...that have any idea of the future power of the direct model and how it can leverage others...Tom Meredith has stated this a number of times... I have a friend that bought CPQ for a short term pop approximately one month ago....Long I don't believe anyone should be holding it when there is a choice between direct or indirect... Best, Kemble