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: wiley murray who wrote (81149)	11/18/1998 3:16:00 PM
From: stock bull	Respond to of 176387

Wiley, interesting article. Not that favorable for Dell...hummm. Stock Bull

To: wiley murray who wrote (81149)	11/18/1998 5:11:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

A couple points about the Red Herring article... Usually it is a good rag....this article was weak... (1) The author mentioned that Asia only (still) makes up 6% of sales...Hello? There is a little bit of an economic problem going on over there......All other PC manufacturers are growing either below the worldwide rate over at negative rates in Asia.....49% growth (up from 35%) is not impressive? IMO, the author is stupid for including this... (2) The main thrust appears to be that Dell had not come up with some great way to become a diversified on-line sales company....like an Amazon.com......What other major technology company has been successful at doing (what the author suggests)? Cisco? Intel? Compaq? Until now, no one (sure, Compaq has a couple things going, but they contribute next-to-nothing to the bottom-line, and won't for quite some time, if ever...) He seems to offhandedly dismiss the power of using the Net for the sake of effeciency (costs) and effectiveness (customer relationships).. The more I think about it...I'm surprised at how bad this article really is...the author needs quite a bit of seasoning, IMO.