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: Eddie Kim who wrote (41454)	5/11/1998 10:47:00 PM
From: Perry Ganz	Read Replies (1) \| Respond to of 176387

Can any one tell me about the volume today. I talked to my broker today about 1 P.M. were up 2 1/2 I get home and were down. Did we dump on big volume at the close ? Worried Perry

To: Eddie Kim who wrote (41454)	5/11/1998 11:59:00 PM
From: K. M. Strickler	Read Replies (1) \| Respond to of 176387

EK, HWP might get some CPQ and IBM blood, but HWP will bleed against DELL, IMHO! Regards, Ken

To: Eddie Kim who wrote (41454)	5/12/1998 7:05:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

HP-Maintaining satisfactory gross margins in low-cost PCS-A paradox? Well Eddie that's what everybody wants,but what HP wants and what HP can achieve are two different things.Just throwing around cliches wouldn't do it for sure. On the other hand, Palo Alto, Calif.-based HP (company profile) thinks it can maintain satisfactory gross margins, even while selling low-cost systems (desktops start at less than $800 and notebooks at about $1,500), because of an efficient supply chain, he said. "Our goal is to make sure there is no fat in the supply chain, and that we don't lose any money to inefficiency," Clay said. "I don't [foresee] a deep decrease in gross margins."

To: Eddie Kim who wrote (41454)	5/12/1998 12:05:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Eddie, an awful article! Just look at this statement by a presumably intelligent person: On the other hand, Palo Alto, Calif.-based HP thinks it can maintain satisfactory gross margins, even while selling low-cost systems (desktops start at less than $800 and notebooks at about $1,500), because of an efficient supply chain, he said. How in the world does this work when you competitors have no channels, and hence, no frictional costs of distribution? On the other hand, considering the the article appeared in Reseller News could we expect them to opine that traditional channels are passe? TTFN, CTC