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Technology Stocks : Dell Technologies Inc.

DELL 146.68

-1.7%

Nov 7 9:30 AM EST

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To: rudedog who wrote (153302)	2/8/2000 3:22:00 PM
From: jim kelley	Read Replies (2) of 176387

Dog, ASP's always drop in the PC industry over time. They would drop if DELL did not exist. IMO DELL should be severely penalized by Wall Street for making a profit in an industry where CPQ, HWP, and yes- even IBM are loosing money. It is clear to anyone with a brain that CPQ, HWP and IBM need all the help they can get from the analysts because they certainly are not going to get any help from DELL. DELL should be punished for showing a profit and being a cash flow cow because that is just one step away from corporate senility. It is clear that the real winners in the pC business as well as the internet businesses are the ones that are loosing money at phenomenal rates. After all they have no where to go but up. They are the value plays. While we all know that DELL's growth rate has no place to go but down. It deserves to be punished for its success. So you are correct DELL must pay the piper for its success. I hope you will accept my opinion in the spirit that it is offered. JK

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