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: Fangorn who wrote (60512)	8/24/1998 1:30:00 PM
From: T L Comiskey	Respond to of 176387

Steven....I sat on the sidelines with Dell for quite a while...after making a short term play and GRABBING a little $.......After reading this thread and SEEING for myself...i jumped in last FEB......THOUGHT Dell was overvalued THEN.....KNOW it's UNDERVALUED NOW.......the market will most likely be ROCKY....BUT DELL will PAVE the WAY.....Tim

To: Fangorn who wrote (60512)	8/24/1998 1:55:00 PM
From: SecularBull	Read Replies (2) \| Respond to of 176387

Luck? <GGG>

To: Fangorn who wrote (60512)	8/24/1998 2:17:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 176387

You are completely wrong in your view of DELL and in a few months will have only yourself to blame for the lost profits. You assume that I'm not profiting from my other investments. I am careful about what I invest in and rarely pick a loser - although I have a few of those too :( The point I made was that it appears to me that DELL is competing in a market that isn't growing much with little value add which can be copied. No one, as far as I can tell, has shared anything with me that has altered this perception. If what you say (about DELL) is true... Why does Dell have more profits in the last two quarters than CPQ, IBM, and HP put together? Well, first it's a bit hard to compare CPQ, IBM, and HP profits against DELL since they compete in so many other markets and may have loses in those markets. DELL is clearly more targeted and focused. My contention is what if one of the above companies decides they are going to do a spin-out or subsidiarize their PC business in order to target the DELL model. If there is something that DELL has that keeps this from happening then there is a barrier to entry... So far I can not see one. OG