Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Venkie who wrote (24685)	12/10/1997 5:20:00 PM
From: Rio Jangada	Read Replies (2) \| Respond to of 176387

VENKIE, Here's a tip. The bad news on the DD makers has been out for a number of months now, with WDC and APM warnings etc, they have taken huge stock hits. Now more DD group fallout. My advice: take the best of the bunch tomorrow for a long term hold. WDC perhaps? As for the PC makers. It is their turn next. The writing is on the wall. The fundamentals have changed!!! PC unit sales estimates are dropping. Now consider the trend to sub<$1000 PCs. What do you think the PC $ sales figures will be doing? Today I read that HWP is in the midst of massive capacity increases. And you know DELL is building like mad in Texas. Is this any different than the memory chip or DD situations. It leads to great vulnerability. The down cycle for the PC group is very very close at hand. DELL will not be immune. Best of luck RJ