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Technology Stocks : DELL Bear Thread

DELL 139.14

-0.9%

10:57 AM EST

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To: Lucretius who wrote (1118)	7/8/1998 12:05:00 AM
From: Bilow	of 2578

Hi Lucretius Taurus; DELL continued to drop today, as predicted. But the majority of people buying and selling DELL have no idea what kinds of changes will influence the long-term prospects of the company. For the long range types, here are some articles from EE-Times hinting at the revolutions going on in electronics. Nobody is telling you the clear and obvious consequences of these massive improvements. (Except me, of course. :) The new low ASPs start to accelerate upstream. These sorts of things always start at the low end, but progress up until they eventually reach the very highest end. Next course, Intel servers techweb.com I believe that "system on a chip" techniques will cut the heart out of the box making business in the next 3 years or so. The US has a lead in this technology. Here is NEC's plans on catching up: Software, reward structure need changes, says executive -- NEC faces up to system-chip integration test techweb.com Hints of the integration path in servers. These are examples of the system on a chip cost reduction that is getting set up: techweb.com Notebooks in Japan get thinner. Think pocket calculator size. Now think pocket calculator cost. techweb.com -- Carl

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