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


To: Boplicity who wrote (152905)2/3/2000 9:33:00 AM
From: rudedog  Read Replies (1) | Respond to of 176387
 
Greg -
I am not close to Ford so I really don't know the details - my guess would be that HP just has a more competitive product in that space and went after the business more aggressively. DELL seems to be wading into consumer VERY slowly - and given the margin pressure we are seeing (as reflected in the recent earnings warning) they may not want to take on a bunch of 4% GM business until they ramp up the high margin enterprise business a little more.