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

To: Mohan Marette who wrote (33882)	3/11/1998 3:32:00 PM
From: Ramsey Su	Read Replies (6) \| Respond to of 176387

Mohan, have been ready this thread for a while and must say that I am somewhat amazed by the optimism. CPQ has already pre-warned. HWP now announced channels are full. As each of us who own one or more PCs know, the value of a PC goes dn everyday. Holding inventory is a kiss of death. Price war is clearly just around the corner, if not here already. Once it starts, everyone has to join in and DELL is not immuned. I like to see how DELL is going to be able to maintain its growth rate to justify its current lofty value. Suggest all who disagree read the WDC thread last summer. Euphoria with unrealistic expectations can be very sobering very quickly. Ramsey