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: sshia who wrote (112512)3/25/1999 9:59:00 PM
From: Mohan Marette  Respond to of 176387
 
Packard Bell was a high flyer once too.

Yeah,yeah we know -Why not BW everybody else is doing it,it seems fashionable these days anyway.Come to think of it Packard Bell was a high-flyer too one time, the only thing was they never made a red cent but they were on top of the charts all right. Oh wait a minute Prodigy was once a high flying ISP too.

Then among PC high flyers you once got your KayPro,Tandon,Commodore,Leading Edge etc etc the name goes on but the business unfortunately didn't as they are no more,go figure.



To: sshia who wrote (112512)3/25/1999 10:01:00 PM
From: stockman_scott  Respond to of 176387
 
I wouldn't call the BusinessWeek article overly balanced.

Remember, DELL does A LOT more than sell PCs to consumers. That is a small but growing part of their business. Yet, many fail to realize that DELL is aggressively ramping up in the HIGHER MARGIN server and storage markets. DELL's business mix is changing -- but this is beneficial for shareholders.

Think LONG TERM and ignore some of the media pundits.

IMHO, Michael and his team will give BusinessWeek plenty of positive things to write about 6-8 weeks from now.

Regards,

Scott



To: sshia who wrote (112512)3/25/1999 10:45:00 PM
From: JRI  Respond to of 176387
 
sshia..business week hammers Dell? Eh?

Dell does not, and has never competed at the low-end of the market..



To: sshia who wrote (112512)3/26/1999 10:07:00 AM
From: edamo  Read Replies (2) | Respond to of 176387
 
sshia..."business week hammers dell"

in every market segment there exists a plethora of product choices...dell not a retail seller...e machines not a business seller.

profit margins exist with high end product providing product offers brand name recognition, quality, national around the clock support, and strong warranty...very desirable to the business user...retail buys price...

auto industry similar.....hyundai low margin...mercedes, jaguar high margin....but yet they sell their full production.

analysts desire dell to be drawn into low price arena...if they do it will be profitable...for they will never enter the give away market..

razor thin margins okay as long as revenues grow...economy falters, bye bye e-machines...dell survives as margins and cash position are safe haven in an economic storm!

dell at 999 with celeron processor and monitor...e machines at 599...believe no monitor...how much do you really save???

good luck, ed a.