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Strategies & Market Trends : Stock Attack II - A Complete Analysis

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To: JRI who wrote (5035)4/5/2001 1:03:20 AM
From: dawgfan2000  Read Replies (1) of 52237
 
Have you seen how much parts for computers have been costing DELL recently?

Sure, they are moving tons of "old" inventory, probably getting a screaming deal from Kingston, Intc and NVDA. I get emails all the time to double my memory, take $2-300 off desktops and notebooks. Look at "Steve" pushing $799 computers. MUEI and HWP are backing away from consumer sales.

I don't think DELL will beat their qtr, they don't have to. At this point, being on track/meeting is as good as it will get. IBM is the cranky pants I'm really waiting for.

BTW, seen NTAP lately? $12! ufb

regards,
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