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Technology Stocks : Dell Technologies Inc.
DELL 118.75-0.8%Jan 14 3:59 PM EST

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To: Jim Patterson who wrote (46145)6/3/1998 1:42:00 PM
From: Walt Corey  Read Replies (1) of 176387
 
Jim P. re:"Lets face it PC's are commodities..." That, IMO, is the fundamental flaw in the bull logic. There is plenty of branding in the industry, especially the high end. Maybe someday they'll be commodities but not today and not tomorrow.
Aside from that yes, buy on rumor, sell on news. Dell didn't get 'punished with a 20% correction" the industry did. CPQ and GWT got 'punished'.
Walt
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