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Technology Stocks : Dell Technologies Inc.

DELL 131.88

+4.7%

10:56 AM EST

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To: William C. Spaulding who wrote (735)	12/4/1996 11:05:00 AM
From: michael c. peterson	of 176387

WS, the bulls have over looked the fact that PC s have been and will be a comodity product. Its only a matter of time before the Funddumbs and momentum geeks wake up to that fact,and when they do Dell will fall flat on its face. Contrary to popular perception PC sale have fallen to 16% growth rate, a 5yr low but supply is up around 40% .Compitition has increased more than ever. You have about 5 new deep pocket Japanese behemths in US market now that have vowed to fight to the death for market share, yet the bulls still bid stocks like Dell, CPQ, GATE up past all time highs. But this is different market now, (according to the stock touts on WS)wait till the stock has appreciate 50% then buy it . They are buying Dell like it is a monopoly company but with only about 23% market share it is a long way from the dominant player in the PC market . IMO I see margins falling off a cliff from here.....MP

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