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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (73487)	2/12/1999 11:34:00 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Tony, "they have no differentiators from the other boxmakers. Anyone can put boxes together. Duplicate their no inventory model and you've got them." That's been the arguement against the boxmakers from the get go. Remember how Wall street avoided them for just that reason. No proprietary product so just a commodity in the end. Still some of them have soared (stock wise) so someone must see some value. I guess it comes down to earnings and cultist activity.

To: Tony Viola who wrote (73487)	2/12/1999 11:45:00 AM
From: Gary Ng	Read Replies (1) \| Respond to of 186894

Tony, Re: My problem with Dell is that, other than their direct, no inventory model and all Intel, they have no differentiators from the other boxmakers. Anyone can put boxes together This was my concern too. However, putting everything together to do it the 'Dell' way is not as easy as it seems. IMO, Dell is 'Walmart' in the computer vendor field. But your point about server is a valid one as that requires much more hand holding than desktop or workstations. Gary