SI
SI
discoversearch

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: Skeeter Bug who wrote (111475)3/24/1999 1:11:00 AM
From: BGR  Read Replies (1) | Respond to of 176387
 
SB,

Retail doesn't matter for DELL!? Come on, since pre-historic times the writing has been on the wall ... DELL needs to get into the low end retail market, else it is doomed. And now you say it doesn't matter any more?

As for business boxes sucking wind, someone needs to let Kevin Rollins know that. He was quoted saying something completely different wrt DELL's business today only. I suspect that he doesn't read the Ask Michael Burke thread.

As for CPQ's channel stuffing ... don't believe that we have discussed this issue earlier. But, like I have always said, your analysis is impeccable as usual. CPQ stuffing channels is most definitely bad for DELL.

;-)

-BGR.