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Technology Stocks : DELL Bear Thread

DELL 129.24

+0.7%

Dec 26 9:30 AM EST

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To: lin luo who wrote (2533)	8/6/1999 4:16:00 AM
From: Rich Dondo	Read Replies (3) of 2578

no the real tanking job is about to happen..more downdraft for the nets..Dell included..GTw will have the SPOTS removed soon.. 1. chip set prices up 2. memory price up 3. labor prices up 4. Tin Boxes prices down 5. Liquid display in a squeeze. 6. Margins to get thinner 7. PE's will drop to 1/2 of what they are now for the two tin makers >>dell& spots>GTW

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