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 (153311)	2/9/2000 3:27:00 AM
From: TTOSBT	Read Replies (1) \| Respond to of 176387

Re: "but now the game is changed. " That is correct amundo it changed when Dell lowered their own expectations! Re: "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. " Not true! Dell only has to do .15 (-2.9%) to maintain their status which if you realize is the changed game as they would have had to do .21 previous to the game changing! If they do .17 (still -1.9%) under performing their original .21 but beating their .15! So why do you insist that the changed game is only in play for IBM, CPQ & HP? TTOSBT