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Technology Stocks : Compaq
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To: TideGlider who wrote (15963)2/1/1998 6:59:00 PM
From: hpeace  Read Replies (1) of 97611
 
stockbaby is lying again,.
i said dell would crash in feb 98 if they didn't lower cost.
then in november I said that the exchange rates would probably count as dell lowering cost.
then right after christmas I said that dell had the lower cost they needed with the exchange rate crisis and they would not crash.
they have til aug 98 to make more progress now.
the posts are all on dell thread and even kemble on dell can back up this post. Since I told him first starting the 1st week of novemeber.
the pc industry is no dif than a chess game.
you make moves that end up in check mate or winning the game.
the excahnge rates did help dell and i posted that weeks before micheal dell talked about it.
It's a std. play that any pc industry sr. exec. would know since it has happened many times in the past on exchange rates.
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