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: jim kelley who wrote (103155)	2/19/1999 6:34:00 PM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 176387

They could also look at setting kiosks in retail stores with BTO direct ordering from those stores of retail consumer computers. There was a rollout of the Dell kiosk concept at Walmart about a year ago. Does anybody know what happened to that? I don't think it was just a pilot, but then I never heard any more about it. BTW I don't think country stores or kiosks etc. are really necessary. To me, it just dilutes focus away from the web sales. Michelle

To: jim kelley who wrote (103155)	2/19/1999 7:52:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 176387

JK.... only thing sillier than DELL @ 27 1/2(unless your talkin' post split)was your RIDICULOUS estimate of .20 per share in earnings for CPQ's last quarter. jajajaja El

To: jim kelley who wrote (103155)	2/20/1999 3:48:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 176387

Jim, I don't disagree that Dell ought to get into other businesses. The problem is, I fear they are a one trick pony. Diversification has not worked for most tech cos. The only one I've seen pull it off through acquisition is Cisco. The problem is that lull of low margins and maybe even losses in a new business before you reach critical mass. If you ever reach critical mass. I think much more likely, given the company's dedication to appearance over reality, is some sort of internet flim-flam operation. Everyone knows about the domain registrations. Again, the problem is, investors love increasing losses at Amazon. I don't think they would give Dell losses that sort of reception. We will see. These guys are not dummies and maybe they will find a way to prop up growth, other than slick accounting. I am betting against, but it would not be a shock if they discovered something that might not even be a smokescreen or a stalling the inevitable move. MB