Dell is involved in almost all device products in the electronics industry, personal computers, servers, data storage devices, network switches, mobile phones, software, enterprise information services, printers and computer peripherals.
Tag: DELL
Supermicro valuation is not justified and unsustanable, no worth for long-term holding at current level
Supermicro has absolutely no autonomy in its business. It is a typical manufacturer that relies on others, that is, it can be choked by others at any time──Intel (ticker: INTC), Nvidia and AMD (ticker:AMD) If the three major chip manufacturers find a manufacturer with higher cooperation and lower assembly prices, they may be in trouble at any time.
How does the all-powerful Huawei make money?
No company in modern corporate history has ever won this honor. You can imagine the importance of this enterprise. The United States has discovered the signs of Huawei’s development. For the first time in history, the Department of Defense replaced the Department of Commerce to supervise Huawei.
The pros and cons of CEO returning, Boomerang CEO
Between 1992 and 2017, 167 CEO return in the S&P Composite 1500 returned to their posts.
Is Microsoft’s personal computer computing department a tasteless one?
Microsoft’s personal computer computing department includes Windows, Surface devices, Xbox, games, search engine Bing.
The gap between China and US, is all China-made software and hardware possible?
The technology gap between China and US, On 5/6/2022, there was a news report that Beijing ordered central government agencies, state-owned enterprises and government-related enterprises or institutions to replace the currently used foreign brand computers with domestic equipment.
Global semiconductor chip market in detail, big dominators and markets
Mastering the flow of products and market conditions is the fastest way to understand the industry. The semiconductor wafer industry is no different.
How does Broadcom make money? Significant changes in business approach
Significant changes in Broadcom’s business approach
Software PE ratio is about twice that of hardware. What is the basis?
Software PE ratio is about twice that of hardware. What is the basis? A reader once asked me when I discussed the valuation of the software industry on section 3-2 of my book “The Rules of Super Growth Stocks Investing.”
