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Technology Stocks : Dell Technologies Inc.
DELL 126.41+2.8%Dec 19 3:59 PM EST
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To: Tweaker who wrote (53247)7/22/1998 3:55:00 PM
From: Diamond Jim  Read Replies (2) of 176387
 
Exactly, stockpile because box makers had a cheaper alternative. CPQ inventory came long after Intel's stockpile problem.

Do you think the avg family getting a PC needs the $2400 machine to throw away after 3 years or the $1200 300Mhz machine that will do everything they need ?

Dell's business model and the fact they are still growing is their strong point right now but wait until the declining ASP gets them, same as Intel, which is also a very competent co.

jim
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