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


To: Sr K who wrote (160812)9/18/2000 8:36:09 PM
From: rudedog  Read Replies (1) | Respond to of 176388
 
kaka - I too am troubled by this language. DELL needs to shift their business to a higher margin segment - I have been proposing servers and storage, and so has DELL management. I like their execution recently. But if they intend to drive market share with "commodity pricing", where will the money come from to square up the PC business margins? Surely this is just PR and not something they really intend to do. They NEED those 50% storage margins.