I am interested in the products that ED sell. They are a different suit to DDR (only 4% overlap in new product list)... I am wondering about ED products do they command a lower margin than those offered by DDR? From the articles ..
"Express Data's biggest vendor is Cisco, which accounts for almost 50 percent of turnover. Dicker Data's key vendor is HP."
"The advantages to Dicker Data go beyond the lack of vendor double-up, said Ross Cochrane, former CEO fo Express Data and now an executive of the global Dimension Data Group.
"If you look at the technology pillars that are addressed, Dicker Data is best known in the server, desktop, notebook and peripheral environment, while Express Data comes from a background of networking, security, data centre, communications and collaboration infrastructure, and software licensing and cloud."
DDR Price at posting:
$1.30 Sentiment: None Disclosure: Not Held
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