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

To: kaka who wrote (170770)	8/28/2002 8:40:35 PM
From: Herschel Rubin	Read Replies (3) \| Respond to of 176387

Sure, there has been talk of price wars in the past, but this time is different for the PC sector: -You've got the longest PC replacement cycles in many years as people find their 400 Mhz Pentiums are sufficient to run MPEG's and DVD's. -HP has a 7 week inventory overhang. And this time, HPQ WILL have to get more agressive in pricing because their survival and the credibility of their merger is at stake. -Plus with DELL entering their coveted printer biz, HPQ will attempt to weaken DELL whereever possible because now DELL is a direct threat to their survival. I'm not saying HPQ will be successful because that remains to be seen, but I am saying that the competitive process will be detrimental to both and I think you know that intuitively. So there are a lot of parameters that are different this time. Successful investing entails continually re-evaluating your positions with a new perspective. You DELLHEADS are so smug about DELL's former glory that you fail to see the inevitable truth. If you're content with stagnation and future stagnation, keep your long DELL shares rather than looking for other better long investments in today's market. DELL is so big that the law of large numbers makes marginal percentage increases in share value harder to make. There are many other medium-cap tech stocks that will double or triple in the next 6 months, but I'm not about to share those ideas with stubborn DELLHEADS.