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: rudedog who wrote (50096)	7/9/1998 12:36:00 AM
From: Jack T. Pearson	Respond to of 176387

rudedog, Thanks for your great response regarding Compaq. I especially appreciate your researching the amount of the write-off. It looks like their American commercial channel is the real key to Compaq recovery. The pressures in their other markets to fill the American commercial shortfall must be extremely high. And now Dell is targeting the workstation and server markets. Until Compaq's American commercial channel recovers, there could still be disappointing news each quarter. Jack

To: rudedog who wrote (50096)	7/10/1998 12:10:00 AM
From: Stewart Walton	Read Replies (2) \| Respond to of 176387

I kind of enjoy looking at CPQ's problems, and your post was one of the best in describing them, but does anyone know how much business Dell is taking away from OTHER, the little local computer resellers? There are a ton of them here in San Diego, and that's where most people (and it seems a lot of businesses) shop. They tend to be very current in their prices, although the quality usually leaves something to be desired. Service is OK. How many businesses buy from local VARs, how much business could Dell hope to get from these guys? Anyone know?