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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: stock bull who wrote (127681)5/21/1999 3:13:00 PM
From: Tom Markowski  Read Replies (1) | Respond to of 176387
 
I know..I was just making a point. But on the subject of margins.

If your margins decrease by 1%, yet one of your biggest competitors (IBM) loses $1 billion in their PC division....is that a bad thing?
It looks as though when the heat is turned up...IBM is melting...and now Gerstner tells us they are a "service" company ...and how PC's are dead. How convienent.

Once you take business from IBM, it will never return.

TM