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: Knighty Tin who wrote (101865)	2/17/1999 12:30:00 PM
From: BGR	Read Replies (3) \| Respond to of 176387

MB, Re: schedule - I think so too. :-) Now, Intel was once a memory company when the memory business was going bust because of cut-throat pricing and low margins. They switched over to the higher margin CPU business and have done rather well. Similarly, I feel that the PC business is going to die soon and DELL needs to move to servers and storage, fast. True, mainframes and Unix still rule in the server business, but PC-based servers are gaining share (just wait for a full Unix port to Merced, it will happen) and in that domain DELL is gaining share by leaps and bounds. As for new businesses, think Asia and South America. Enormous growth opportunities there, combined it is larger than the US consumer market. -BGR.