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Technology Stocks : Dell Technologies Inc.

DELL 127.90

-4.4%

3:59 PM EST

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To: Meathead who wrote (22614)	11/23/1997 8:15:00 PM
From: James Choi	Read Replies (2) of 176387

In my mind, Disk Drives and memory chips have become commodity items although they still meet your qualifications not to be. <<Any product that's continually being redefined every six months is not a commodity. Any product that becomes obsolete every 2-3 years does not classify as a commodity.>> Once gain, my horizon is not far away and my hunch is that Dell will tank next few days. As I write this, both Korean (-5.28%) and Taiwanese market (-0.53%) are going lower on behalf of closed Japanese amrket. I just don't see how Mr. Dell can be upbeat about the future when all this competitions are lurking around the international and national corner. 10% competitive price cut will eat away 50% of the profit (assuming 20% margin). I have no doubt Dell will sell more and more PCs in the future. The thing is, all disk drive makers and DRAM makers are also selling more than ever. After the Dell's dive (which only exist on my mind until Tuesday morning), and it acquires more reasonable P/E, I will join you guys in the long camp. Then we can commune in more agreeable terms and views. Until then, James Choi

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