DELL CLIMAX SITE Message Board

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Technology Stocks : DELL CLIMAX SITE

DELL 152.40

-1.5%

3:59 PM EST

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To: Jeff Gurian who wrote (27)	7/25/1997 2:58:00 AM
From: Keith Zhang	of 158

<A comparison between Dell and MSFT is completly unfair> This is my whole point of showing how overpriced DELL could be. If Dell cannot guarantee the dominance for a long time as MSFT do why can it justify selling significantly higher than Compaq? BTW, I do not expect a crash of Dell like IOM or NSCP, only the expectation is too high, so by natural law, more serious correction, that is all. The only chance for Dell to crash is extreme oversupply of PCs over demand, and perhaps Dell copycats learning the trick too fast, or the economy slows down. Nobody is sure about that.

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