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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Tweaker who wrote (37522)	4/11/1998 12:31:00 PM
From: Jonathan Quick	Read Replies (2) \| Respond to of 176387

Phil, It's not a question of market growth. A ridiculously small fraction of the world's total population has access to a computer. It's a question of margins in an industry facing increasing commoditization. Price elasticity is the focus. Dell's direct model insulates the company to some extent, but I suspect that margins are not going to be quite as impressive as they have been in the past. Dell's PE is awfully high going into a slow second quarter in an industry in which a price war is underway. Jonathan