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Technology Stocks : DELL CLIMAX SITE
DELL 154.64-3.4%3:59 PM EST

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To: dougjn who wrote (93)7/29/1997 7:48:00 PM
From: Keith Zhang   of 158
 
Doug, you have a good analogy of comparing Dell to Walmart,
in terms of pricing now. I don't think it can dominate
like Walmart do in the near future though since we have
a quite few big guys with size of Walmart scale in PC
market now. Again we don't agree on the changing enviroment
we are in (i.e., Dell is facing different kind of competition
from now on) One thing I think we will agree, however, is that
Gateway might end up like KMart soon.

I am glad you seem to agree with me that around $90 is
a major top (i.e., you are willing to take profit then).

-Keith
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