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: jim kelley who wrote (153310)	2/8/2000 3:31:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Jim - I always enjoy your comments in the spirit they are offered - who else would keep me honest?? But on a more serious note, if you read my post carefully, it is precisely BECAUSE those competitors have been wholloped by DELL that DELL finds itself in its current position. DELL was rewarded for beating them - we all reaped those rewards in '97 and '98 - but now the game is changed. DELL is in a race where they have to do 4 laps to win, but their competitors only have to do one. CPQ, IBM and HP can make 4% or 1% or even LOSE 4% in the commercial desktop business and still make their 10% revenue growth. DELL on the other hand MUST grow desktop share profitably and at a rate 2X the industry at a minimum to make their 30% revised growth goals. Unfair - well maybe, but that's the game at the moment. DELL can "get out of the box" in a number of ways - but Darrell and Kemble suggesting that they will get there naturally by dominating the PC business, and that analysts that question that are out to lunch, is just not supported by the facts.