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

To: McNabb Brothers who wrote (23514)	11/29/1997 12:17:00 PM
From: hpeace	Read Replies (2) \| Respond to of 176387

hank ..you are right about that. heck , they have even raved about one article and said the same article was a dofus at the same time... They beleive in selective reading..accept only what makes their point and reject everything else. Even if it's the same source, same writer, and same article<gg>

To: McNabb Brothers who wrote (23514)	11/29/1997 6:46:00 PM
From: Rosemary	Respond to of 176387

Hank, Its true, Barron's didn't know anything about Dell. If they did, the stock price and Dell's reports would be a lot different today. When Barron's finally sees the light, and praises an excellent report, its the crown jewel. Barron's is basically a bear rag and I read the columns so I know what I'm up against for the coming week. Since charts can't read negative or positive news, they are only a tool to use when nothing is being said about the company in the press.

To: McNabb Brothers who wrote (23514)	11/29/1997 6:47:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Hank, Respect Barrons??? Reading material and something to start the stove with....but, faith in it???? Their "experts" are not anywhere near as accurate as this thread... Best,Kemble

To: McNabb Brothers who wrote (23514)	12/1/1997 2:42:00 AM
From: John Chen	Read Replies (1) \| Respond to of 176387

Hank, when SEA dragged the market down, this thread kept saying that is not a problem to DELL. Later when PC growth in SEA is still looking good, I believe someone here posted that as GOOD NEWS for dell. Dell is a WIN/WIN/WIN company, good news is great news, bad news is no news. DELL can defy gravity. With ASP declining at least 30-50%, DELL/CPQ can scoop up all others market share who couldn't take the price-drop, as TOSHIBA did. The problem I have with this scenario is that the market share being picked up is not sufficient to compensate the ASP-drop, unless the unit grouwth can make it up. Even HWP has a respectable PC "166mz mmx pentium ... WITH MONITOR". These are very good machines selling 2300+ last year. I have to sympathize the 'component makers', they must be making zero profit for DELL/CPQ to be so rich, life isn't fair, is it.