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Technology Stocks : Dell Technologies Inc.
DELL 114.44-3.4%Jan 30 9:30 AM EST

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To: D. Swiss who wrote (19005)10/24/1997 11:49:00 AM
From: Rio Jangada  Read Replies (1) of 176388
 
coming back? Perhaps a little, but this quacker has a long, long way yet to fall.

After all their fastest growing market (Asia) is now a big uncertainty.
Management squaking about servers only hides the fact that the core business is under assault, as competition drives the ASP lower. Their partner Intel is cozying up with companies that can provide the next wave of technology, DEC and HWP. CPQ just announced internet sales. How long till the DECLINING rate of earnings growth brings declining earnings. Anyone have an estimate? Next spring perhaps?

I'm holding on to my shorts.

AROOOOOARRRRRRRR

RJ
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