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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: kemble s. matter who wrote (101182)2/16/1999 8:38:00 PM
From: BGR  Read Replies (1) | Respond to of 176387
 
Kemble,

On my drive back home, I was thinking of the mid 80's (I believe) when INTC quit the memory business due to margin pressures. They have done rather well with CPUs whereas one by one the memory manufacturers went bust. If indeed TM delivers 50% of high-margin product mix, DELL will be in very good shape.

-BGR.