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

To: Jim Patterson who wrote (27119)	1/8/1998 3:54:00 PM
From: Francois H. Gaston	Read Replies (3) \| Respond to of 176387

If Mr. Dell likes to make 500$ on every PCs... good for him. But thas is the very reason I will never buy a Dell: They are overpriced for what there are. Why should Mr. Dell make so much $ on a PC while he is selling his DELL shares. Go figure. Arrogance and greed, methinks. Like Apple, he is not interested in market share but like customers who adore the name DELL... and pay for it. This DELL crowd will dwindle in this very competitive market. BTW: if you decide to sell your shares, continue with the same reasoning and short the stock. That is how you make money: SELLING and protecting yourself against a drop in share price and taking your profits is only half the fun. You can take more profits on the downhill phase as well. Good Luck all. Gaston

To: Jim Patterson who wrote (27119)	1/8/1998 5:11:00 PM
From: Thomas J. Smith	Read Replies (1) \| Respond to of 176387

COMPUTER PRICE CUTS are running wild and are running to the pace of the Calculator of the early 70's....... Profit margins are about to take huge hits at these levels and there is no way to maintain the 40% growth. Disappointing growth in the profit margins will set in soon. 40% growth is figured in DELL's share price.

To: Jim Patterson who wrote (27119)	1/8/1998 5:36:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

That's silly. Be more specific and focus on GM, not a useless inaccurate metric like $ per box. What impact do you think massive proliferation of cheap PC's will have on server sales? How will the migration of all Unix tools to the Windows NT platform affect Wintel workstation sales? Where are the margin dollars of the future going to be? Since you are only interested in high volume low margin commodities, care to venture a projection for market share percentages in the different desktop price segments over the next few years? Seperate them into business and consumer classes. Call them seg 0 (<$1000) seg 1 ($1000 - $1500) and seg 2 (>$1500) That's 3segs x 2classes = 6 percentages totaling 100% of the desktop market. Start with where they are today, end up with where you think they'll be in 3 years. MEATHEAD