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

To: jim kelley who wrote (23995)12/3/1997 3:12:00 AM
From: Rio Jangada  Read Replies (2) | Respond to of 176388
 
jim,
Intel and amd are also likely to fall when a PC slowdown becomes apparent. However DELL, with its momentum-investor driven rapid ascent, its built-in lofty expectations, its lack of significant R & D and proprietary technology sets the stage for a steep fall.

RJ



To: jim kelley who wrote (23995)12/3/1997 4:40:00 PM
From: Chuzzlewit  Read Replies (3) | Respond to of 176388
 
Jim, the one concern I do have about Dell is it's ability to keep up with demand. Yjis prompts me to ask whether anyone on the thread knows what is the current capacity in units, and secondly, how many new factories are under construction. Remember, the reason JBIL got hammered is that it ran out of manufacturing capacity.

Regards,

Paul


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