Jan. 30 at 9:28 PM
$SMCI $DELL $HPE
I don't understand why one of these companies doesn't take a stand on margins.
Let's say smci says we aren't selling for under 10 percent margin. Look, Dell can under cut them but they can't supply everyone, so eventually customers would have to eat it and go to smci of they ever want to get their data center built.
In addition if dell sees smci standing firm on their margin, they can in turn raise their prices and make more money.
Why are these 3 companies in suicide mode to get empty calorie revenues that hurt them and their share holders?
