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Technology Stocks : Dell Technologies Inc.
DELL 119.17+4.1%Feb 2 3:59 PM EST
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To: B Hewson who wrote (19073)10/24/1997 9:10:00 PM
From: gc  Read Replies (1) of 176388
 
Barbara, The answer is no. I don't see Dell has margin pressure. I think just the opposite. Dell is having margin expansion. The reason is that they are enjoying a better products mix. Servers, workstations and laptops which are higher margin products continue their strong growth path. This was confirmed by Dell's management as recently as two weeks ago. Also, it was confirmed by INTC's recent report which indicated microprocessor growth is strong in both high end and low end areas.
We are in the midst of a correction. It will be over soon. Hang in there!
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