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: Meathead who wrote (161692)	10/5/2000 7:47:41 AM
From: JRI	Read Replies (1) \| Respond to of 176387

edit

To: Meathead who wrote (161692)	10/5/2000 7:52:55 AM
From: edamo	Read Replies (2) \| Respond to of 176387

meathead....re: "where have they lost badly" actually, no where...there sales are exemplary..... what must be considered is concern over where future growth comes from.... europe, pre euro has proved problematic for dell. the masses in china are not adding unit sales immediately as many on this thread believed. they have executed proficiently in the north american continent. but is the dell model applicable and able to gain market share internationally? no conspiracies, no political paybacks, just basic physics which entails more effort to move a large mass. dell made tremendous gains in a fledgling pc market....they now are the market in the usa....how much more growth in the usa is possible, pc wise? the areas of potential growth are deeply entrenched with the likes of sunw and emc.....and as you aptly put: "customers who don't like changes...." dell the company is at a transition point....dell the stock is being priced as if the company is a leviathan. this is reality.... read my posts for the past few weeks.....downward momentum difficult to stop without a significant jolt. institutions are selling. the large float makes rapid upward movement difficult, but conversely can cause down ward motion. dell the stock will bob up and down....the bias appears to be to the downside as small and large shareholders lock in profits. it needs to base, hopefully in the mid twenties... forty, with current environment, is very distant.... good luck...ed a.

To: Meathead who wrote (161692)	10/5/2000 8:14:21 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 176387

Meathead, Dell has done very well in the past, so well that great expectations have made the SP go to great heights. Now they stumble, not too badly, but the multiple falls enormously. It is all perception in the investor sea. Dell is really fine as a company, but the aura of invincibility has shattered. In addition there are more people coming on line with the direct model. People who will have no retail distribution baggage or who will abandon what retail intermediaries they did have. Dells success was in large part due to the big three staying loyal to their coterie of retailers and Vars. Dell just ate them for lunch. Now the market is accepting total disintermediation and margins will get smaller. dell had good margins while the others left too much on the table for their partners. Not any more, it will be lean for Dell too. Dell just will not be able to get a high multiple again. As for AMD, they have always made good quality parts. Now they have the lead in good quality parts and it looks like they will keep it for a few years. AMD has parts under development as well so Intel will not find it so easy to lead again. Bill