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: rudedog who wrote (157415)5/27/2000 12:45:00 PM
From: John Koligman  Respond to of 176387
 
Rude - Perhaps they are trying to cover themselves this time. I recall a post not too long ago on this thread that contained a statement made by Topfer. He said they do see the possibility of some supply 'issues' during the second half of the year. As you say, the downside of 'kanban'... Wonder where Edamo is these days???

Regards,
John



To: rudedog who wrote (157415)5/28/2000 8:38:00 PM
From: D. Swiss  Read Replies (1) | Respond to of 176387
 
rudedog, re: "Unfortunately for DELL, if things just stay as they are in terms of market share, DELL loses - they need to continue to gobble up share, and if they can't build the products, they can't hit the mark."

Didn't they say on the conference call that the win rate going into Q2 was at record levels north of 70%? Wouldn't that be a sign of continuing to gain share?

:o)

Drew


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