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: James Fink who wrote (37994)	4/15/1998 4:49:00 PM
From: Jim Patterson	Read Replies (1) \| Respond to of 176387

re: This time it is different! MUEI has hired a DELL executive, so it will be done the DELL way. This is nice, But DELLs biggest threat is that CPQ will let its net margin come down to DELLs level. Yes, despite all the talk, CPQs net margins, up to 1Q98, have been higher than DELLs. Translation, CPQs agressive pricing will continue for some time to come. BTW, CPQ generated over a billion in cash during the quarter and DELL is issuing debt. Go figure. Jim

To: James Fink who wrote (37994)	4/15/1998 4:50:00 PM
From: Mohan Marette	Respond to of 176387

My mother-in-law says she can easily emulate DELL as well, so what is that prove,anything???? First of all this is old news,and secondly there are a lot of ex-DELL executives out there working for various tech companies if you think they can all emulate DELL and implement the DELL model overnight or even in the long run,I would have to say you could be sadly mistaken.