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Technology Stocks : Compaq
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To: profile_14 who wrote (91078)5/3/2001 12:51:35 PM
From: tonyt   of 97611
 
The Mean Season: Is Dell Winning the War, but Shooting Itself in the Foot?
By Thomas Lepri
Senior Writer
5/3/01 12:08 PM ET

To PC investors, the lesson of this earnings season seems obvious: Dell (DELL:Nasdaq - news) keeps crushing the competition in a vicious price war. The evidence is hard to deny. But it's far less clear how much damage Dell itself is sustaining in the process, and how well the company's profit margins will be able to rebound when PC demand finally strengthens.

Full Story: thestreet.com
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