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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: davesd who wrote (29668)	3/7/1998 6:26:00 PM
From: Knighty Tin	Read Replies (3) \| Respond to of 53903

Dave, I think Dell is a one-trick pony and that trick is getting long in the tooth. If Compaq is willing to forego its profit margins, how can Dell compete and retain theirs? And my guess is IBM and HWP and NEC-PB are not simply going to sit around and let CPQ grab all the market share they want. Dell, CPQ and HWP have had a bit of ologopolistic pricing on the high end, but if CPQ starts cutting prices, and they've already started, there will be blood in the streets. It will be worse for the weak sisters like MUEI and GTW, but Dell is the most overpriced boxmaker and has the most points to lose in a real price war with component prices not dropping as fast as box prices. And katy bar the door if the anti-dumping maroons make DRAM prices go up artificially. MB