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

To: China Trader who wrote (135)	3/14/1998 12:13:00 PM
From: Jason W. France	Respond to of 2578

Hui solid comment that are very useful #1 I share your concern as it relates to the general mkt. and you are right it is foolish to believe that dell will go up if the market as a whole tanks. I don't have any thing to add to a discussion about the general mkt becuase I don;t understand all the dynamics, I do appreciate your views #2 I know you live in HK and I don;t know what Dell does there but here in the U.S 90% of dell sales are to large busines and govt and only 10% are to consumers. #3 we can never trust mgmt. but over the years I think you would have to agree that the DEll execs have been pretty consistent on their execution and very focused on shareholder value Good day ( or night as you are probably sleeping right now) Jason

To: China Trader who wrote (135)	3/16/1998 12:47:00 AM
From: Satellite Mike	Read Replies (1) \| Respond to of 2578

Many people seem to think that low-priced PCs won't affect DELL because DELL customers are not that price-conscious. I agree with you that when CPQ, others target this market with very inexpensive, yet high- performance PCs, DELL's customers will go after those low prices. PC makers are getting ready to play hard ball now and the days of DELL as a momentum investment will soon be over IMAO. I really doubt DELL's PE will continue to be 150% higher than its competitors. But DELL's competitors PEs are not that low either for an industry that's about to get ugly. Mike