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Technology Stocks : DELL Bear Thread

DELL 140.77

+1.4%

3:59 PM EST

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To: Moominoid who wrote (1513)	8/17/1998 12:22:00 PM
From: JRI	Read Replies (2) of 2578

Your logic speaks for itself...I give you information about industry-specific demand, you give me information about overall demand of an economy...I wonder which one is more relevant to the bottom line (of Dell)...Hm? To mention Amazon and Yahoo in the same (investing) sentence as Dell shows that you are having trouble distinguishing between companies who makes tons of money with no end in sight (Dell), and companies who haven't yet proven they can make (a decent amount) of money in any calender years (the other two)....To compare a hardware manufacturer/distributor to an internet play is pretty irrelevant...Picking Coke or Gillette (as a comparison) would make a lot more sense... I guess we shall see tomorrow afternoon where things currently stand...Good luck.

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