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

To: DMRC who wrote (120)	3/12/1998 11:01:00 PM
From: jjs_ynot	Respond to of 2578

Here are my projections: Message 3688148 The rationale will take me a while to document. Suffice it to say near term that a margin squeeze and transitioning from a high growth mid-cap to a solid growth (30 percent) large cap is the overarching theme that I see and have analyzed. Currently there is clearly excess capacity in almost all segments of the computer industry. As the move to smaller geometries in ICs (25 micron and smaller) and new multimedia (DVD / 3D graphics) will make some of this capacity obsolete within 5-6 months and we should see a more equilibrium supply demand curve for computer equipment. Dave