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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%Nov 21 9:30 AM EST

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To: Mohan Marette who wrote (121617)5/2/1999 10:49:00 AM
From: gnuman  Read Replies (1) of 176387
 
Mohan, I'm amazed that the thread misses the trend.
Units up, revenues flattening, margins declining.
Even Intel recognizes the trend. With the move to 0.18 micron they need to keep the factories full. If it means low end machines, so be it. The advent of Celeron and Whitney will foster low end growth. (They even are proponents of "free" PC's). These machines will play well even in the gaming segment. E-machines is the future of unit growth. Expect to see imitators in the PacRim.
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