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: jim kelley who wrote (47488)6/13/1998 10:52:00 PM
From: Techie  Read Replies (1) | Respond to of 176387
 
Jim, I'm still waiting for you to say something meaningful.

Nobody said Dell didn't have a good business model. Nobody said competition was making more money on PCs. The point is they can't and they won't be as profitable in the future as they were in the past. They will witness further ASP pressure, they will have margin pressure and slower growth on the top & bottom line. If this is too difficult for you to grasp, give it up! But don't dream about further expansion of PEs. They will witness contraction from now on.

Would hanging out with 3 guys dumber than you automatically make you a rocket scientist? Enough said!