Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 125.97

-1.0%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: On the QT who wrote (76945)	11/7/1998 11:52:00 AM
From: Jon Stept	Read Replies (2) of 176387

Hi On the QT- "any news..." I am a lurker on this thread and thought I would ask you if you have heard of a report that came out about a month ago (?) from Forrester Research that predicts a slowdown in PC sales after the corporate Y2K purchase surge. I have not heard this news mentioned on the thread as I consider this news when postulating Dell's low volume and stagnant price. Another thing I have noticed is other shares, like Compaq, that are also trading at low volumes and kind of a stagnant price when the rest of the market is seeing nice gains. Possibly a response to the Forrester news as well as their own corporate turmoil (Digital, channel stuffing, etc...). I respect Forrester's news and predictions. I believe they made similar predictions last year in regards to the microprocessor sales and indeed microprocessor growth has slowed (look at Intel). I think the PC sales prediction was made a couple years ago too, and sales growth slowed. And what that meant is all the smaller companies went out of business, and the larger companies lost market share. I am hoping that this continues and Dell will become the #1 seller of PC's while everyone else loses market share. Let alone Michael Dell appears to be the Henry Ford of his era and is successfully using advanced technology to re-invent the assembly line. He is onto something much bigger than just selling PCs. Just my opinion. Jon :)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next