Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: craig crawford who wrote (115)	3/12/1998 2:03:00 PM
From: jjs_ynot	Respond to of 2578

It will take several hours to put the whole story together but her in a nutshell is what I expect over next 12 mos. Trading range 53-77 for 5 months with 53 and 77 being interday extremes for only several hours. Stock staying between 61 and 69 for over half the time and ending up in mid-August in that range. Then an uptrend to around 95 by yearend 1998. Subsequent to that, I expect about 30 percent year over year growth for several years. There is a rationale and assumptions upon which this scenario is based. There is a thumbnail sketch of what I think FWIW. Dave

To: craig crawford who wrote (115)	3/12/1998 4:57:00 PM
From: jjs_ynot	Read Replies (1) \| Respond to of 2578

Thoughts on ORCL database server paradigm with thin client architecture - lifted from Yahoo DELL board ORCL pushes thin client paradigm. All processing done on server using ORCL database server software. Clients are network computers or low end sub-$1000 desktop PC's. This is bad news for DELL. DELL makes mid to high end desktop PC's. These are not cost effective for client server use. By your analogy, why did not recent gain in Internet stocks like YHOO and AMZN help DELL ? They did not help DELL because only a cheap computer is required to access the Internet. ORCL earnings will not help DELL because only a cheap computer is needed to be a client for ORCL server software. ORCL servers tend to be IBM mainframe or SUN server so DELL server business will not be helped. Prepare for massive drop in DELL share price tomorrow.