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

To: S.C. Barnard who wrote (32705)	3/6/1998 4:59:00 PM
From: DRL	Read Replies (1) \| Respond to of 176387

Well it seems that one computer company might have a few to many $600-$1000 boxes lying around and has to use "aggressive pricing" to get them out the door. Hmmm, I wonder is DELL has this problem? :')

To: S.C. Barnard who wrote (32705)	3/6/1998 9:15:00 PM
From: Andy Yamaguchi	Read Replies (2) \| Respond to of 176387

I am trying to avoid PC stocks including Dell until real picture becomes clear. Dell might be OK. Dell comes out to say every thing OK. But this is too soon to say OK. Last time, when semiconductor equipment slowed down, Lam research came out to say every thing OK and even Lam's CEO brought lot of Lam's shares in open market($56 a share). But after 3-4 months later, Lam's announced orders slow down and eps short fall. I believed Lam's CEO and followed him to buy Lam's shares at $56. It was a really bad investment. Dell is best positioned in PC but if price war comes, no body can avoid hurt. BTW, Option PUT/Call ratio indicates a down market coming soon. Good trading. Andy.