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Technology Stocks : Dell Technologies Inc.
DELL 122.70+0.2%Nov 18 3:59 PM EST

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To: jttmab who wrote (139138)8/13/1999 2:44:00 PM
From: Mehrdad Arya  Read Replies (3) of 176387
 
Short Dell just before earnings. The PC sector will, not might, have a difficult time maintaining their earnings growth. The competition is getting fiercer while the margins smaller. It is obvious Dell, mainly another box maker, is going to have a difficult time in the near future justifying their ridiculous multiples. Unless Michael Dell goes on a buying spree using the companies inflated market cap. Dell will, eventually fade as a dominant player in the PC world. It will take some time but it will happen.
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