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Technology Stocks : Dell Technologies Inc.

DELL 136.29

+3.2%

12:13 PM EST

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To: Time Traveler who wrote (53762)	7/27/1998 12:23:00 AM
From: Yo Eleven	Read Replies (1) of 176387

Hey Time Traveler, you brought up three points. Insider selling, ASP dropping, and Gateway screw-up. First, I don't give any weight to insider selling. Hell, Mike Dell has been selling for a long time. take a look at his sell record. Second, I don't think the ASP dropping is new news. That has been known and established for a while, over several quarters. I look at it as component prices dropping fast. Third, Gateway screwed up. Doesn't necessarily apply to Dell. Remember, Dell is gaining market share in a increasing pie. Which means decreasing market share for some vendors. As you can see I am still bullish on Dell. Hope I don't have to eat my words. Later. PS. I hope you don't mind if I post this on the thread do you?

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