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

To: Jim Patterson who wrote (27201)	1/9/1998 9:55:00 AM
From: Francois H. Gaston	Read Replies (1) \| Respond to of 176387

I got a Federal call this AM (!)... because of all my Dell shorts and other irrational activities. I will have to partially cover my Dell position (snif snif snif)... unless DELL drops more! today!. If some of you are waiting for a short squeeze: good luck... but what starts a short squeeze is heavy buying from somebody who still has some margin and cash. If you guys long have diminishing cash and margin: how will Dell escape a fall... which could lead to some panic selling? Than I will cover and fainally buy some Dell. After this episode, I hope that some of you will see that it does not help to believe in a product and a company, because the price of a Dell share is the same as 6 months ago... when the market is deteriorating. I don't understand long positions in an expensive risky stock. Why not playing shorts and long, alternatively?. Try it. Hlaf the time you are out of the market and sleep very well. Not like I don't sleep well otherwise. Longs: keep some money on the side for short term trading. What is wrong with that! Especially in this volatile environment. What still drives me crazy is that CNBC and others are "worried" about the declining market, and so forth: why don't they advertise the ways to make money by shorting stocks?... I guess I know: CEOs would walk away from their show, like Mr. Job did. Good Luck. We all need some. Gaston

To: Jim Patterson who wrote (27201)	1/9/1998 10:21:00 AM
From: Meathead	Read Replies (1) \| Respond to of 176387

You are right. Going forward is all that matters. But it's important to know where we are today so we can accurately asses what the new data, as it becomes available, is telling us. Regarding HP and Dell, don't forget, Dell is staying loyal to Intel as well, is one of their best customers, and gets excellent pricing... in the past 3 years, Dell has sold more Intel processors than HP. As far as pricing.. overall, Dell has the advantage. You have no idea how close they really are at the low end. The $799 HP machine you quote is not designed for the corporation. HP has a entry level corp box for ~$950, it needs a $250 monitor bringing the price to ~$1200. Dell's NetPC with monitor is ~$1200. I won't get into the gory feature details. The ONLY space Dell is not in today is that 8.4% expanding market of desktopsub-zero home buyers. When the business sub-zero catagory for desktops really starts to emerge this year in terms of volume, Dell will be there offering exactly what they offer today... the lowest TCO. That's what business buys, period. The fact remains that Dell's business model affords them strong pricing advantages in hardware at any configuration they choose to offer... HP, CPQ, IBM, will not be able to consistently meet or beat them on price over the long run until they succesfully change their operating models. That's the reality. Dell is a teir1 company offering the tier2 pricing of Micron and Gateway. Ask scrapps. MEATHEAD