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To: marginmike who wrote (36297)7/20/1999 10:16:00 PM
From: Jim Willie CB  Respond to of 152472
 
Dell valuation agreed, too high
Dell dead money, dont agree, 25-30% per year future... dont underestimate size of the PC market from which they do mindboggling cannibalizing

Dell will move into handheld PC niche soon, you see

enough, how about agree DELL IS SLOW MONEY?
/ jw



To: marginmike who wrote (36297)7/20/1999 11:27:00 PM
From: Caxton Rhodes  Read Replies (2) | Respond to of 152472
 
MM- The proper phrase is not "Dell is Dead", it is "Dell is Toast." : ) My own opinion? I agree. Dell is nothing special, they are a box maker, competitors can easily do what they do. Slowly they will fade.

Caxton


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