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: HPQ
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.
Is Buffett no longer hold for long haul? TSMC, HP, and US Bancorp cases study
Regarding stock hold for long haul, Buffett has clarified that he has not promised to hold any holdings permanently.
Traitorous Eight, the origin of the semiconductor and venture capital industries
The birth of Silicon Valley, and the technology industry as we know it now, actually started with these Traitorous Eight who deviated from the norm.
Two famous essays by Marc Anderson on software and artificial intelligence
Marc Anderson is a well-known figure in the American and technology industry, and has published two famous articles with great influence.
Investing is not voting
Investing is not voting, mentioned the phrase “investing is not voting” in three places in my book “The Rules of Super Growth Stocks Investing”: 1-5, 5-4, and postscript.
“The Power Law”, best book for Silicon Valley VC histry
What I want to talk about in this post is a just-published English book “The Power Law”.
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.
