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: edamo who wrote (126970)5/19/1999 4:17:00 PM
From: Lutz Moeller  Respond to of 176387
 
Edamo,

You wrote

"but it is the expansion of business into the more profitable segments that i question."

When one grows its business, one should rely on its own expertise. Dell very efficiently makes boxes. The real nice thing about DEll, versus the others, is such great efficiency. When things start to commoditize, the lowest cost producer wins. Remember the disk drives.

To reach more profitable segments, it is easier, to rely on a close segment, as Quantum does with software for storage, after tapes for storage, after disks for storage. Such is organic growth.

What, in this respect, could You envision for DEll to do?

Lutz



To: edamo who wrote (126970)5/19/1999 6:29:00 PM
From: rudedog  Read Replies (1) | Respond to of 176387
 
ed -
I also think Unisys would be a good purchase - they still have some good technologists, a good service business, and they would help broaden DELL. This would of course be a significant departure from DELL's current business model and MSD may well have a more highly leveraged play in mind...


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News