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: jim kelley who wrote (33941)	3/12/1998 5:07:00 AM
From: Bilow	Respond to of 176387

About the auto industry and comparisons to high tech: Funny thing is, Ford has had better growth in terms of sales/share over the last 20 years then some high tech companies with high multiples. For instance, TXN. The box makers, like DELL generally have lower multiples, probably cause they don't have the legal barriers to entry (patents) that the usual high tech companies have. If one company figures out a more efficient way of setting up their manufacturing, they get copied pretty quick. That's why manufacturing advantage keeps moving around from maker to maker. There was a time when DELL was known for just about the worst boxes in the business. Now their stuff is okay, I hear. -- Carl