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Technology Stocks : DELL Bear Thread
DELL 120.60+1.8%Jan 9 3:59 PM EST
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To: Jeffrey Chan who wrote (18)3/9/1998 8:00:00 PM
From: jjs_ynot  Read Replies (1) of 2578
 
Jeffrey,

Some additional thoughts;

DELL has really been balancing a lot of their growth on the backs
of cheap labor in SOUTHEAST ASIA. Sooner or later, that will come
to an end and the tables may turn. Just in time may become more
expensive as opposed to the current situation where components just
keep getting cheaper, much based on currency destruction in KOREA,
INDONESIA, etc.

Also, the stock seemed to get overvalued even if growth can be
maintained in the pre-split euphoria.

Dave
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