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Technology Stocks : Dell Technologies Inc.

DELL 125.88

-1.6%

Dec 31 3:59 PM EST

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To: D. Swiss who wrote (164947)	4/26/2001 10:56:36 PM
From: indep	Read Replies (2) of 176387

From your viewpoint I can understand the logic. I just think this is to pat a view (same view as CPQ). We know Dell's history so fast forward to a couple years ago and the cheap machines that started to hit the market. Dell has had a tough time and the space was crowded. Dell has had enough. BOOM! the hammer comes down and before you know it computer companies are losing money hand over fist and market share in a declining environment. Dell on the other hand is making money and taking market share. Who says that when the environment gets better that things will return to normal? What if Dell keeps the hammer down? Micron is gone. Who's next? E-Machines is toast, Gateway's gushing blood, blondie at HP doesn't know diddly (how many quarters has she missed-she should follow her former boss), and Compaq knows it's only a matter of time before they find themselves in this boat. Now what if MD said that Dell was going to declare all out war for one year starting last Dec.? What do you think the landscape looks like in Dec. of 2001?

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