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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: OLDTRADER who wrote (151596)1/19/2000 9:28:00 AM
From: Richard Forsythe  Respond to of 176387
 
My excerpt from the Microsoft report:

>> PC shipment growth was moderate in the December quarter of fiscal 2000, with particular slowness in corporate PC demand. Average revenue per license declined slightly, due in part to a mix shift to high-volume multi-national PC manufacturers from low-volume system builders. <<

Suggests a shift away from the regional assemblers (who pay more to MSFT) and toward the national brands (who pay less per unit to MSFT)?



To: OLDTRADER who wrote (151596)1/19/2000 10:56:00 AM
From: TTOSBT  Respond to of 176387
 
Larry Wachtel of Prudental on CNBC who was asked about techs said the box maker's are in a lateral phase and he would buy Dell on any pull back here.

Now William I know you must have a tidbit about Larry somewhere in your annals?

TTOSBT


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