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: Chuzzlewit who wrote (45995)6/2/1998 8:45:00 PM
From: chuckie  Read Replies (2) | Respond to of 176387
 
Chuzzlewit, I don't for a moment believe that DELL is immune from the Asia crisis. It may not happen now, but it will happen, one, two or three quarters down the road. Everyone, or practically everyone will eventually feel the fallout of this Asian nightmare. If you believe that Dell will escape untouched then I guess I can't convince you otherwise. The myth of a PC company operating in such a vacuum is untenable. It cannnot happen. Michael Dell is spinning a rosy story for us now, but the time will come. Dell is a great company but just don't put too much faith in the power of one company to defeat macroeconomic reality. IT NEVER HAPPENS. Its the one reality which all businesses accept. The key is to minimize the impact and evolve your business model to adapt to a rapidly changing market place. In Dell's case this may be the server vs. PC (lower end) mix.

By the way, to those you fly off the handle at a slightly negative post. Grow up.

Thanks
Chuckie
home.sprynet.com



To: Chuzzlewit who wrote (45995)6/3/1998 12:46:00 AM
From: Buffalo Bob  Respond to of 176387
 
With an industry expected to grow at 15% or so per annum its really straining it to talk of market saturation.

Has anyone considered the fact that IDC could be way off and that the industry could actually grow 20-25% instead of the 15 that has been predicted. Consider also that Dell grows three to four times that figure.

It's happened before; it could happen again.

Bob


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News