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: Jorge who wrote (78341)	11/11/1998 9:11:00 PM
From: Mohan Marette	Read Replies (3) \| Respond to of 176387

Hell hath no fury like a VAR scorned-I think it was Shakespear's brother 'Schmo'who said that. Forget about the Prudential guy. Jorge: We know it is all bull, for starters look at the inventory turns,naaah not gonna cut it.CPQ is all about wasted assets,look at the ROIC or ROI or any of the other 'Is',need I say more?NO... but let me continue..<vbg> Now add to that the thing with the VARs. Remember a slighted VAR is one pissed off sob he/she is not going sell any of the dogpacq machine while he can sell his own white box for a better profit.Remember White Box still holds No.1 position in market share here and abroad, not a smart move my friend when they are your bread and butter. Like one analysts said (forget the name) it is not about how cheap you can sell something (that is the easy part any idiot can do that) but it is the cost that counts,with 13 weeks of inventory they ain't going to do it,no sir not even close.