Random Musings of a Virgin Trader (was Dell Diary) Message Board

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Technology Stocks : Random Musings of a Virgin Trader (was Dell Diary)

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To: powershred who wrote ()	2/22/1999 1:49:00 AM
From: powershred	of 210

COMMON BEAR argument on the thread this weekend... 1.)$900 systems..just how does DELL intend to beat that? 2.)revenue growth has slowed down for DELL in the 4Q to less than 40%...must be signs of further erosion and competitive pressures. 3.)Who needs more computers?...the world in falling apart...Y2K..gen Y'ers who cannot read.... 4.)sports a high P/E...when the market revalues....pooophhhh Hmmmm..........dark times...where is the sunshine? 1.)$900 systems?...IF DELL decides and applies its model to the sub1000s....I wonder what will happen...hmmmm....why are they not in it?...cause INTC did not think it would be a profitable market (AMD..casing point)..now it has waken up.... 2.)slowed growth...temporary? next qtr. will tell...did anyone else notice GTW, HWP, and IBM?..CPQ..with the integration of digital..only even managed a measly YOY revenue growth 32% and it even sells more products and services! 3.)year of the upgrades?...DELL getting into storage?....60% conversion factors with corporate clients? 4.)When was P/E on techs ever relevant? Tug o war....which side???????need another beer

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