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: gnuman who wrote (116961)	4/13/1999 10:36:00 AM
From: Mohan Marette	Read Replies (3) \| Respond to of 176387

You sound like the old lady who asked at last year's annual meeting in Austin 'but how do you expect to sell PCs to those poor people in China..' etc etc.At least she was honest and didn't know how but you sir sound like an imbecile,a cluless one at that . ...'I get a kick out of the expectations that third world country's like China and India will drive PC growth..

To: gnuman who wrote (116961)	4/13/1999 10:48:00 AM
From: David Harker	Read Replies (1) \| Respond to of 176387

>...amazed at the devotion to Dell in the face of a >rapidly commoditizing industry. Guess what. Low-cost producers win, even in commoditized industries (a term which only describes part of Dell's market).

To: gnuman who wrote (116961)	4/13/1999 11:11:00 AM
From: BGR	Respond to of 176387

Gene, Averages, my friend, are misleading, particularly when we are talking of countries with tremendous education and wage disparity. India (a country with a population of approximately 1 BB), for example, has a 200 MM strong middle class (a significant section of which is dual income) whose median income/annum adjusted for purchasing power parity is close to $30k and who are fluent English speakers, readers and writers. And, labour being extra-ordinarily cheap and taxes being lower, the disposable income is higher. How does this compare to the USA? Not too different, I would say. Following averages (and mean-reverting investment styles) will lead one to miss marketting opportunities like India (and investing opportunities like DELL). -BGR.

To: gnuman who wrote (116961)	4/14/1999 12:03:00 AM
From: Todd E Godwin	Read Replies (2) \| Respond to of 176387

Everything is turning out the way I thought it would... Dell gapped up as expected, then drifted lower all day, closing near its low. Wild card Intel reported earnings that were exactly what I thought they'd be - Lower than expected top line, earnings cushioned by "other" income (BTW, they would have missed by 0.02 without an extra $150 mill in investment income), projected no-to-negative revenue growth next quarter - overall, a fairly poor showing. It certainly lent no support to Dell's case. HP's CEO came out and said everything's full steam ahead in their PC segment (a whopping 10% growth), adding that large corporate account bidding is "beyond cutthroat." Seeing how these types of large accounts are Dell's bread and butter, I don't see any positives at all from his statements. In fact, I see quite the contrary. More bidding wars, less margins, blah blah blah - I don't need to repeat it. I have read all of the posts from those that are concerned with my sanity and general well-being. I appreciate your sympathy; however, I don't think it is necessary. I will make money on this trade - now, it's just a question of how much. For the record, I still believe the PC industry's condition (revenue and earnings growth, specifically) is going to get much worse before it gets any better. The knife is falling - I don't advise trying to catch it. All the best, Todd