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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Jim Patterson who wrote (26436)	12/29/1997 6:49:00 PM
From: Meathead	Read Replies (3) of 176387

Not ignoring the fat chance items. You do take the pessimistic view. Do you read Bear-ons regulary? IMO Can management handle inventory in such an enviroment ? Geeez, if Dell can't, I ask you, who can! Will the investment income column preform the same ? who cares? peanuts... Will ASP's stay the same in such an environment ? No. IDC says industry wide, ASP will decline from $2215 to $2138 in 1998. With a drop in units will part pricing be the same ? This is not a concern, there are too many balancing forces that will keep this in check unless things go totally out-of-control. As far as the rest of yout what-if's... good greif, what if we get hit by a giant meteor? The scenarios you're pontificating would spell global economic disaster... a technology melt-down-deluxe at the very least. Not gonna happen anytime soon. cheers MEATHEAD

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