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: BGR who wrote (111384)	3/24/1999 4:38:00 PM
From: Michael Bakunin	Read Replies (1) \| Respond to of 176387

Bukun, Possible, if boxmakers act oligopolistically to prop up margin. Boxmaking has no proprietary tech and low barriers to entry, so I don't see an oligopoly forming. Even if one player dominates, they'll keep margins low to deter new entrants -- viz. emachines. I don't think the bottleneck with broadband is in the box. If broadband takes off, you'll want to own the infrastructure. Dell might sell a few cable modems and another server -- but don't tell me Dell's going to take on Cisco. That would be a tremendous overreach. In re PEG, that depends on the G, doesn't it? You know my feelings there; if you're right about growth, you're right about the stock price. If I'm right, there'll soon be a lot of ex-Dellionaires. Dell is fast becoming the PC market. If you accept the cyclicality of the market as a whole, you should be extremely nervous about growth. mb