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: Sig who wrote (59484)	8/19/1998 11:16:00 AM
From: Tweaker	Respond to of 176387

Sig, Get a dish. You can afford it! Phil

To: Sig who wrote (59484)	8/19/1998 11:37:00 AM
From: DoggieDude	Read Replies (1) \| Respond to of 176387

Get a DSS much better reliability than cable & certainly cheaper than paying for 15 miles of it. (at $35000 a mile)

To: Sig who wrote (59484)	8/19/1998 1:02:00 PM
From: Bandit19	Respond to of 176387

Sig, Hi!....You have to get that dish!! But, here are some of my favorite direct quotes from Michael's interview this morning....savor them as I do....there great!! ON ASIA: (growing rev. at 34%) Michael said, "Lets remember DELL has the lowest cost structure in the industry... and a structural cost advantage...and we also have the highest profitability and highest growth rate...so we are able to go into a market (Asia) that is flat or down and still gain a significant amount of share... this has happened before in other markets and now you are seeing it play out in Asia....and I think, as we have just now, opened our new plant in China you'll see pretty rapid acceleration in that business...and you don't necessarily need growth for DELL to gain share". "The market is moving from indirect to direct and the structural advantage we have is not something that is easily copied or emulated, so the share will go to the most efficient operator and that's DELL". Is this guy a genuine genius or what??!!! Best, Steve