SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: john krom who wrote (19989)10/31/1997 12:05:00 AM
From: Jonathan Rothschild  Read Replies (2) of 176387
 
Dear John,
I don't think there's anything that M.Dell can do to stop this slide. The stock has been propped up by momentum investors for the past 2 years and now is getting its due. This is just a box company. Unlike Micron Electronics, Dell is totally dependent on Intel for development of its boards. It doesn't even design its own motherboards. A box is a box is a box. The average selling price of boxes is crashing and margins are soon to follow. I'm sorry to have to tell you this and only hope you bought protective puts. The carnage has only just begun. Good luck and good trading.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext