Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 120.47

-1.8%

2:54 PM EST

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To: Sig who wrote (26578)	12/31/1997 6:08:00 AM
From: D. Swiss	Read Replies (2) of 176387

Sig baby and all: I think the PC stocks have unfairly taken it on the chin and are trading at a significant discount to future earnings. I like Cpq & Dell in particular. I also think GTW is making a comeback and has a chance of being acquired. I think the Asian woes will not affect the PC makers (as Mikey already stated, the Asian turmoil is a net positive to them because of lower assemble costs in the region). Additionally, the PC makers are the food-chain beneficiary of the tanking of drive prices and the recent Intel price cut. All this spells demand stimulation in the sector with lower component costs and potentially higher margins. Just my $.02. Have a very Happy and Healthy New Year. :o) Drew

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