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Strategies & Market Trends : Stock Attack -- A Complete Analysis

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To: ViperChick Secret Agent 006.9 who wrote (12604)	7/21/1998 3:49:00 PM
From: Electric	Read Replies (1) of 42787

Lisa, I agree on DELL.. today is a down day, DELL has one of those now and then, but many more up days.. ASP's are down, we know that, anyone that sees a DELL add can tell that, but component prices are down as well.. Translation... as long as BTO is in place, inventory holding cost=$0.00, and as long as component decreases > ASP decreases, the company holds its margins.. And DELL has not buckled to the sub 1000 pressure, and they dont need to go chasing.. This supposed excuse is worse than watching the WCW.. its a bad act..

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