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: Patrick E.McDaniel who wrote (20983)	11/10/1997 2:54:00 AM
From: jbn3	Read Replies (1) \| Respond to of 176387

Patrick, In my group, all questions about earnings were rebuffed... However, when I asked about hours for the server production facility, the answer was that it had just opened last year (I think), but was now running on the same schedule. Morale appeared to very good, with numerous employees wearing DELL logo T-shirts, which had only been issued previous week, in conjunction with some (not-remembered -- lost chain) milestone. I suspect that sales are on track, and that margins are holding firm. If all the disk drive makers are suffering decreased earnings with increased sales resulting in lower than expected margins due to increased competition, then I would guess that DELLs price cuts are due primarily to lower DD and CPU costs. However, as I noted in an earlier post, DELL has increased its advertising budget, so I don't know how that will affect profits. It would have been very beneficial if steve had been able to attend the tour, so that someone knowledgeable could have asked the specific technical questions about JIT/JITII that is supposedly his area of expertise. Over a month ago, when DELL was at 84 I offered steve a bet (100 shares of DELL) that he did not choose to accept. I hope he doesn't plan on reneging on the steak dinners, too. On the brighter side, it appears steve has now developed a modest streak, asserting that his presence would only have been 'boring', because it wouldn't have been market-focused. Although he may be ritht, I didn't find the pictures of the house that (?80-year-old?) Sig and Jan are building themselves (not 'having' built) boring, or Annette's story of her son and his skateboard, or Judith's God-daughters. In fact, I have yet to meet anyone on the DELL thread whom I consider boring. Sorry, I drifted. Don't know the answer. I think DELL will do well. 3