Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 120.60

+1.8%

Jan 9 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: kemble s. matter who wrote (153841)	2/13/2000 10:20:00 PM
From: Mani1	Read Replies (1) of 176387

Kemble Re <<So either the PC stocks are too beaten down, or the chip stocks are way too high. Someone is wrong. The markets always figure it out eventually.>> It does not work like that. Do you remember mid to late 1998? Semi's were bleeding and DELL was flying. Where you worried about the discrepancy then? Semi's are very cyclical due to high fixed cost of fab capacity. Once the fab is built, due to depreciation cost, it must produce regardless of margins. There is currently a capacity shortage with no relief in sight, thus the semi's large price gains. Computer OEM's are different ball game altogether and their success is not necessarily related to the chip makers success. Mani

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next