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


To: Knighty Tin who wrote (101828)2/17/1999 12:10:00 PM
From: BGR  Read Replies (2) | Respond to of 176387
 
MB,

1. So, when TM talks about lower margins in one segment of DELL's business, you automatically conclude that this implies lower margins for DELL's entire business. Selecting sampling, again?

2. Let's wait and see. If this happens, I will concede that you had a good point and that it is indeed bad for DELL.

3. DELL's bread and butter is the corporate world. Try to check the penetration AMD has in the corporate world. Very, very low. And when it comes to servers, forget AMD.

4. I must concede that you have great spell checking abilities! So, the correct spelling of colour is color - right? ;-)

Anyway, I am not Oliver Stone, so please take your script somewhere else.

5. I look forward to it.

-BGR.

5.



To: Knighty Tin who wrote (101828)2/17/1999 1:56:00 PM
From: carl a. mehr  Read Replies (1) | Respond to of 176387
 
Michael,
Look at the chart comparing Dell to the three Gorillas: Intc, Msft and Dell
tscn.com

Dell still looks very good to me,
humble carl