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: JRI who wrote (112506)	3/26/1999 1:36:00 AM
From: GRANOLA	Respond to of 176387

john - GOOD POINTS!

To: JRI who wrote (112506)	3/26/1999 1:11:00 PM
From: rudedog	Respond to of 176387

John - there is another point to the shifts we have been seeing which seems to have been overlooked by most analysts. If IBM can create a model where they have the bulk of the components business and can offload the expense of maintaining a PC business through outsourcing (rather than getting out of the business), and can at the same time offer better product for their PC customers through the extensive DELL build to order capability, then they might well expand their business at the expense of CPQ and HP while improving profitability and focusing internal resources on their core competency. This could also be good business for DELL as they would develop a volume which would put them at the top of the industry, allowing cost reductions which would further improve their already first class manufacturing model. It also hedges DELL in any market shift from DELL to IBM.