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Technology Stocks : Dell Technologies Inc.
DELL 120.17+4.2%12:55 PM EST
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To: Meathead who wrote (48248)6/19/1998 4:40:00 PM
From: Jim Patterson  Read Replies (3) of 176388
 
RE: But you see Jim, high end demand may not abate and Dell may not
stumble. Just keep in mind, the disasterous Dell scenarios you're dreaming about may not occur for a long, long, long time.

Or they may already be here.
Don't forget,
Both IBM and CPQ agree that the days of 30% and 40% margins on high end servers are over. Both think 20-25% is reasonable.

Big difference there IMO.

Jim
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