CSCO, MSFT, DELL and the future. Message Board

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Technology Stocks : CSCO, MSFT, DELL and the future.

MSFT 517.81

-1.5%

Oct 31 9:30 AM EST

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To: Jim Patterson who wrote (34)	5/19/1998 3:31:00 PM
From: Richard Dustin Doyle	Read Replies (1) of 46

<<and you get a current target of about $360.>> Are you serious?? I agree Dell has been a great company and still is a great company but let us look at the facts. One year ago the fastest computer ran about 200 Mhz NOT with MMX technology. Those computers were around $2400, I should know, I bought one. But I am not rushing out to buy the new 333 or the new 400 or the new 433. How many more chips and new computers are we going to get before the margins on these companies get squeezed to the point where they have to stop making these new computers. The computer I bought for $2400 I can now buy for under $1000. These are the computers people are buying and not the new high priced high margin ones. Think about it rationally and see that the 50% growth quarter to quarter is going to cease. Dustin

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