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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: pater tenebrarum who wrote (30484)10/18/1999 6:13:00 PM
From: SeaViewer  Read Replies (1) | Respond to of 99985
 
Dell's solution to rising DRAM is using less DRAM. If there is a spike in MU, buy some long-term puts. I am going to keep an eye on MU.



To: pater tenebrarum who wrote (30484)10/18/1999 6:51:00 PM
From: Logain Ablar  Read Replies (2) | Respond to of 99985
 
Heinz:

Benkea, i hear CD-roms also went up in price and something else as well, i don't recall what it was. btw, how about MU specific instead of Dell specific?<gg>

Also LCD's (impacts the lap tops).

Short term means if you can delay buying a PC wait till January. We should see better discounts this January than years past. Its only those that have to buy this quarter will.

Tim

Tim



To: pater tenebrarum who wrote (30484)10/18/1999 7:37:00 PM
From: LTK007  Read Replies (1) | Respond to of 99985
 
Heinz,I personally would be shocked if th U.S. installed tariffs,the steel industry fought feircely for protection,and they had a strong case but nonetheless they got none.
The anti-protectionist attitude is deeply entrenched I believe.

And if protectionism came forth it is then "bye,bye" the great new global economy,and replaced by what? Max


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