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: jbn3 who wrote (34500)	3/16/1998 11:25:00 AM
From: Mohan Marette	Respond to of 176387

NO big deal. [From Davos] Dellish 3 and all: y'all seen this article?? It is an interesting one in that it gives Dell's opinion of CPQ/DEC merger etc. pathfinder.com

To: jbn3 who wrote (34500)	3/16/1998 2:39:00 PM
From: ratan lal	Respond to of 176387

jbn3 I am not much for fine details. I am not sure the HBR article will help me much. Ingram makes BTO computer systems for their dealers. The Dealers/consultants almost constitute 50% of the market and sell to small businesses that require a lot of hand holding. In turn Ingram has deals with suppliers that offer very competetive prices and take most of the risks fo returns, price drops, upgrades. It has been quite successful for them until now. I dont know how to compare them with DELL but they do have this niche. Remember that there is a niche for all companies. How well they do in their niche is more impaortant than comparing them with some other niche market. Both Ingram and DELL could do very well in an increasing market or do poolry in declining prices. You would need to analyze their financials and do what if spread sheets and still be wrong depending on future performance. ratan