DELL CLIMAX SITE Message Board

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Technology Stocks : DELL CLIMAX SITE

DELL 157.48

-1.7%

12:14 PM EST

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To: dougjn who wrote (57)	7/28/1997 9:13:00 PM
From: Keith Zhang	of 158

Doug, you said you are not a raging bull for DELL, but you sure sound like one :)) If your prediction is true, DELL will grow to the sky! All you Dell bulls have not convinced me that Dell is indeed the Microsoft of the PC makers. In the past few years, Compaq and other big guys have been ignoring the importance of low cost provided by direct distribution. Now everyone is waking up. Expect a nasty price war 3-6 months from now that bring everyone's profit margin down. As far as image is concerned, I think Compaq and IBM are still in the mind of corporate IS if they sell cheaper than or same as Dell. Again, IMHO. But I am not raging bear for DELL either. The correction is just profit taking by the institutions scaling down their portfolios (look at the volumes these couple of days). But I don't expect a downfall of Dell like MU, especially after Abelson of Barrons used the same analogy as I did. I always find Abelson as a good contrarian signal... That said I still maintained my Dell top as $85-90, allowing a possible retest above 85 in the near term (in expectation of Dell's 2nd qrt number be extremely good?) regards, Keith

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