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 (22772)	11/24/1997 2:59:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Meathead, I tend to be a few penney's high but that is close enough for government work. One of the issues DELL needs to address in the conference call is the Low Cost PC. I do not think this should be a big issue but it is for some people. It has little to do with their current sales but I think long term it is a plus for DELL. The low end users will eventually graduate into the mid range market as they become competant with the PC's. Some people were trying to get MUEI to build a low cost PC on the MUEI thread. IMO, that would be the kiss of death for that company since its margins are already at 0. Margins on the Low cost PC are less than half of CPQ average margins. This is not a big money maker but it is a strategic product for the retail channels. Regards, Jim kelley