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

To: Pices who wrote (20810)11/6/1997 3:09:00 PM
From: vip  Read Replies (1) | Respond to of 176387
 
From DBC.COM briefing:

Compaq Computer Corp. (CPQ) 65 1/4 -1 11/16: Salomon Brothers initiates coverage of PC maker with a "buy" recommendation.....

Dell Computer Corp. (DELL) 80 1/2 -3 1/8: Salomon Brothers starts coverage of direct PC marketer with a "buy" rating.....



To: Pices who wrote (20810)11/6/1997 3:14:00 PM
From: Paul van Wijk  Read Replies (1) | Respond to of 176387
 
Pices,

Thanks for the link. Lots of facts, very bullish article.

Wandering why William could scare you, when you've read the
article a few days ago?

Paul



To: Pices who wrote (20810)11/6/1997 7:14:00 PM
From: Chuzzlewit  Read Replies (1) | Respond to of 176387
 
Pices, I believe it was discussed at some length. It was pointed out that lower component costs don't negativley impact Dell's profitability. The key is price elasticity of demand coupled with extremely low levels of inventory and efficient inventory handling allow Dell to take full advantage of dropping component costs.

Regards,

Paul


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