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

To: James Young who wrote (20801)11/6/1997 2:46:00 PM
From: John Chen  Respond to of 176387
 
James, absolutely no effect. Robbed the rich. Forget the poor.

Intel didn't want the Sub-zero segment before and Dell will be
100% behind Intel's a$$.



To: James Young who wrote (20801)11/6/1997 2:55:00 PM
From: Paul van Wijk  Read Replies (2) | Respond to of 176387
 
James,

I doubt it. Dell is not focusing on the consumer-market.
On the other hand, soon or later the price-pressure in
the consumer-market will more & more affect the margins in
coorporate business.

And for sure they made the right discission to change their
focus from quality to price.

But your real question was if the "announcement" will have
effect. I don't think that the announcement has anything
to do with Dell's weakness today.

Paul



To: James Young who wrote (20801)11/6/1997 5:36:00 PM
From: jim kelley  Read Replies (2) | Respond to of 176387
 
This should not have any effect on DELL. It will however, cut into CPQ, Packard Bell, and HWP sales of similar systems this quarter.


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