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

To: Mohan Marette who wrote (32534)	3/5/1998 9:23:00 PM
From: JRH	Read Replies (2) \| Respond to of 176387

Hello all. I have watched this thread for several months now and was able to buy into Dell at 75. As you can imagine I am quite happy with my return and plan on being in this stock for long term. Thankfully comments on this thread have kept me from selling at 96, 105, 111 -- probably more. I was fortunate enough to pick up Dell at a time of industry pressure which had no correlation to Dell's business. I am currently considering transferring money in order to buy some more -- I anticipate CPQ's earnings to be disastrous and hope this would allow me to get more for a cheap price. Perhaps I can get in again as I did before. My big concern and analysis of risk on this purchase is not Dell's business but the economic woes of corporations (fortune 500) who buy from Dell. This next round of corp. earnings really worries me and I question if corporations have lessened their buying of capitol stock (PC's) because of pressure on their bottom line coming from overseas, but this is a small concern. I am of course talking about recession here, only because I am a college student and am concerned with preservation of capitol (we are in a 7 year bull mkt you know) -- I have a 2 year time horizon upon needing this money I am investing. My portfolio is up 30% in 3 months though so......I can get out before losing money. This PC demand across the board does not concern me much though, it most likely is a severe channel problem. I consider it a small risk with big reward. It is clear CPQ is hurting and I think Michael anticipated this with his #3 PC maker comment -- it would not happen so fast just by Dell's growth alone. Sorry it was so long winded.... Ryan MIS student, California Polytechnic San Luis Obispo Dell P166s owner/operator; Dell Bull, Mrkt skeptic calpoly.edu

To: Mohan Marette who wrote (32534)	3/5/1998 10:13:00 PM
From: HammerHead	Respond to of 176387

Mohan, The price pressure isn't news in PC industry. I know some friends in the OEM & ODM business for PC (i.e. CPQ). They can always get very cheap parts such as keyboard and power supply from Asia. We keep hearing the sub-1000 computer, but the price also cut from OEM. For example: average motherboard w/ 2MB video on board retail ~$150 popular 32 MB EDO Simm retail ~$70 Intel 200MMX retail ~$150 budget 2.0 GB IDE HD retail ~$160 For CPQ and DELL, they usually get block discounts from OEM. DELL makes a good strategy to focus on the high end PC and the NT workstation/server. How long it can sustain is everyone's guess. For now, I still have faith on DELL.