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 : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Chuzzlewit who wrote (24300)	4/11/1999 4:18:00 AM
From: Bindusagar Reddy	Read Replies (1) \| Respond to of 77397

DELL can take market share, still lose money. Price erosion is inevitable, DELL simply can not keep their margins. That is the name of the commodity game. BR

To: Chuzzlewit who wrote (24300)	4/11/1999 9:10:00 AM
From: PMS Witch	Read Replies (1) \| Respond to of 77397

Off topic DELL I used to view Dell as a boxmaker. However, after being proved wrong so often by the market, I had to change my views on this company. I now view dell as a boxSELLER and things are starting to make sense. It seems that the challenges of making boxes are nowhere as difficult as those of selling them profitably. I believe this is DELL's unique strong point. I want every stock I own to have a unique strong point. CSCO sure has one, so does MSFT, and so does DELL: They're just different; hence, diversity. Enjoy your trading, PW.