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Technology Stocks : Dell Technologies Inc.
DELL 129.25+0.6%3:59 PM EST

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To: SecularBull who wrote (80795)11/16/1998 5:19:00 PM
From: garrick le  Read Replies (3) of 176387
 
DELL 's day as Wall St. 's darling may be numbered.
Next quarter 's earning will confirm my suspicion.
Component prices stop falling,PC becoming commodity-like ...
all work against DELL 's business model.
DELL 's inventory management method has been superb ,taking advantage
of falling component prices.Now that is going away,DELL has less
advantage over competition and less profit margin as a result.
I hope I am wrong for the DELL investors ' sake.

GL
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