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

To: Ally who wrote (321)	4/6/1998 11:16:00 PM
From: jjs_ynot	Read Replies (2) \| Respond to of 2578

>>> The market's forecast of market share shifts likewise raises serious doubts as to the long-run stability of margins. It's unlikely that the significantly shifts the market is forecasting can occur without a disruption to the benign pricing environment of recent years. Yet embedded in current PC company valuations is exactly this assumption. I agree wholeheartedly with the margin compression in particular although I find the entire article intriguing. HP, IBM, and CPQ are each ferocious competitors in their own niche: HP in engineering, reliability and customer service IBM in enterprise-wide computing solutions and installed business base CPQ in marketing aggressiveness Although DELL CFO continues to say that they see no deterioration in their expected market conditions; they have filled their public statements with so many weasel words you could drive a truck through them. Plus the bottom line from my own experience; DELL machines are too damn expensive, esp. with Av. Selling price now headed to $400 - $500. dave