Dell's Daytraders Decision Site Message Board

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Technology Stocks : Dell's Daytraders Decision Site

DELL 127.43

-1.4%

Dec 29 3:59 PM EST

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To: John Rowton who wrote (459)	7/27/1997 5:59:00 PM
From: Investor A	of 1124

John, I agree that Dell will be "The short of the year!". I just could not understand what it is the value of Dell. Dell is nothing but a PC marketing company buying all the components from various manufactuers and assemble these parts into quality PC. Assembly need good qality controls over the processing. But, it is not valuable or exclusive tecnology owned by Dell only. All these quality of these pricy Dell PCs came from her components manufacturers, not from Dell. For their business nature, DELL is overdoned at $170 with $5.11 bookvalue. I am wondering how long it takes to drop to the bottom from its peak? 2 or 4 months? The coming Monday will be very interesting for anyone with short in mind. ;-)

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