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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Jason W. France who wrote (104)	3/12/1998 8:59:00 AM
From: jjs_ynot	Read Replies (1) \| Respond to of 2578

>>> if however you were suggesting some sort of lack of confidence on part of dell execs, I think you are WAY off base My primary objective is to have informed discussion and let the reader draw his own conclusion (pro or con). The short to intermediate term (3 to 6 months) looks a little rocky in my opinion, and only an opinion. This is because of external macroscopic forces outside the control of the company. - Seasonal weakness for the PC industry after the Year-end season - Inventory supply gluts in just about all manufacturers supply chains translating into a vicious price war which we are seeing the early stages of. Both in PCs and servers. I have tried to provide the data to support this opinion in my posts. I suggest that you go back and read them. - Difficulty in supporting a P/E of 50+ with a market that grows about 15 percent a year in light of the above circumstances. As far being "WAY off base"; let me observe that I have been surprised over the years as to the motivations of execs. takning various actions from: family illness, change of employer, etc - stockholder benign rationale to stock manipulation, early exit because of financial or regulatory difficulty. Only in the fullness of time will we see the entire picture formed by these small pieces of information. - Seasonal weakness for the PC industry after the Year-end season - Inventory supply gluts in just about all manufacturers supply chains translating into a vicious price war which we are seeing the early stages of. Both in PCs and servers. I have tried to provide the data to support this opinion in my posts. I suggest that you go back and read them. - Difficulty in supporting a P/E of 50+ with a market that grows about 15 percent a year in light of the above circumstances.