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 (175255)	10/25/2005 10:20:29 AM
From: kaka	Respond to of 176387

Meathead, re: The risk/reward profile looks appealing I believe market will not care about Q3. Dell already brought down expectations. Fear is that like many tech stocks, outlook will be lower than analysts' expectations. Hoping otherwise. Cheers,

To: Meathead who wrote (175255)	10/25/2005 5:31:18 PM
From: John Koligman	Read Replies (1) \| Respond to of 176387

Meathead, I like your take on the big screen market, lots of folks want them (at least until gas hit 3 bucks and before we get our winter natural gas heating bills here in the northeast <ggg>). My only gotcha is how many folks will want to actually 'see' these screens before they buy, and how well Dell can do ship/install of these systems on a mass scale. I know Dell has kiosks in various locations around the country, but not that many last time I looked, and certainly not like going to your local Best Buy and checking out 50 screens. I wonder if anyone has numbers on how many folks purchase installation with low end home theater, you are still talking about 4k-5k minimum with a decent 42" plasma, good HTIB speakers and a DVD player/receiver. There are quite a few confusing issues with color setup, cabling (DVI, HDMI, composite video, on and on), so perhaps more folks are going for the service, as I see local chains such as Best Buy offer them. Regards, John