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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?


To: lin luo who wrote (2533)8/5/1999 8:51:00 PM
From: lin luo  Respond to of 2578
 
I probably should say everything except AOL earlier. AOL is really becoming the Case of AAPL. It will not be getting better till it is free, like last time it went to flat rate as everybody else did.

The 10% correction of Nasdaq is at no merit. The market can get it back in 2 days. When we feel the fear (not just talk about it), we are probably already half-way through. This is a typical chaos condition, there is no way we can tell where we will land from what we know right now.

DELL is really an options play this time. I have no clues where it will go. But, it will go to 80s eventually before it settles down. This is when it loses all its long-memory and it will become CPQ.



To: lin luo who wrote (2533)8/6/1999 4:16:00 AM
From: Rich Dondo  Read Replies (3) | Respond to of 2578
 
no the real tanking job is about to happen..more downdraft for the nets..Dell included..GTw will have the SPOTS removed soon..
1. chip set prices up
2. memory price up
3. labor prices up
4. Tin Boxes prices down
5. Liquid display in a squeeze.
6. Margins to get thinner
7. PE's will drop to 1/2 of what they are now for the two tin makers
>>dell& spots>GTW