SI
SI
discoversearch

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: Watchtower who wrote (33596)3/10/1998 4:45:00 PM
From: Jim Patterson  Read Replies (2) | Respond to of 176387
 
re: From the HBR thing <<We become intimately involved in planning their PC needs and the configuration of their network.">>

This sounds more like a service company.
When Dell spouts out its ASP number does it subtract out this revenue from this service they are providing or do they just take the total revenue number and divide by units ?

Could it be that DELL is building high margin service revenue which is helping to offset lower profit margins on hardware ?

I really don't know the answer to these questions. Perhaps this is related to the 20% of DELL's sales that come from the indirect channel.

Jim