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: JRI who wrote (64591)	9/10/1998 12:22:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 176387

Not weak at all. You're basing your expecations on past performance and you're not taking into consideration targeted moves by incumbents to move towards a more DELL oriented model. Issues relating to ERP in my estimation are valid, but most are historical. As far as I can tell, although the challenges or intergrating these processes still exist, the challenges are far less than they once were. The point remains that this distribution flow/model is the only "barrier" DELL currently holds and once it's broken DELL has no other value add or cost advantages which will allow them to continue to fuel additional growth.... OG