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

To: Mohan Marette who wrote (25311)12/16/1997 10:41:00 AM
From: Rich Young  Read Replies (1) | Respond to of 176387
 
PMFJI: The percentage of households with TWO PCs is also increasing. This, IMO is where a lot of the continued growth is coming from in the individual market.

RCY



To: Mohan Marette who wrote (25311)12/16/1997 10:41:00 AM
From: Venkie  Read Replies (1) | Respond to of 176387
 
Dell and techs are smoking.I look for it to slack off to reduce entry pts for many and pick up rally to finish with a bang. I think the teck correction may be about over and its off to the races. korea look good last nite.

I knew when I sold some Dell that i would be sorry.....but I needed to use the wdc apm and nvls loses which were big.
I didnt jump at 82 today so now I'm waiting to buy and its tough.

Dell is neck and neck with Intc & Csco on volume



To: Mohan Marette who wrote (25311)12/16/1997 10:44:00 AM
From: the Druid  Read Replies (1) | Respond to of 176387
 
Thank you for the response.

Please do not misunderstand me. I was not argueing
the long term prospect of PC industry. It is the
short term trend. If what you said were true,
the diskdrive would not have suffered as they did.
Do we see over capacity? Are we going to see
pricing pressure and Margin erosion? My guess is yes.
Long term PC will be fine, tech will be great. Even
the DD will come back, at least some of them.




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