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 Curry who wrote (52660)	7/20/1998 5:36:00 PM
From: Eric Ridley	Respond to of 176387

Please re-read the original article. It nowhere says Dell is entering the portal business; it says Dell is installing 6,000 computers in K-Marts across the country.

To: James Curry who wrote (52660)	7/20/1998 5:55:00 PM
From: D. Swiss	Read Replies (3) \| Respond to of 176387

IBM up 7/8 in after hours trading. IBM sees problems of the first half (i.e., pricing) getting better in the second half. As I said to my favorite Dellhead companions last week, if Dell can make more than IBM, CPQ, HWP & GTW combined during a price war, can you imagine how much they will make when pricing pressures ease. Additionally, Dell will continue to have a pricing advantage if for no other reason that components prices come down at the rate of 1% per week. So let's do the math. If CPQ no has only 40 days of inventory and Dell has 7 days, Dell has a built 5% price advantage before we start talking about the middleman mark-up which the Dell direct model doesn't have and IBM, CPQ and HWP do have. One thing is clear, WE'RRRRRRRRRRRRRRRRRRRRRRRRRE RICHHHHHHHHHHHHHHHHHHHHHH!!!!!!!! :o) Drew