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

To: SecularBull who wrote (40383)	5/5/1998 5:37:00 PM
From: Jim Patterson	Read Replies (2) \| Respond to of 176388

LoD, I keep telling you, The stock will turn before the Fundamentals turn. Well, in these typs of parabolic, manical situations, that is the way it normaly happens. But Normalicy is hardly the norm today. CPQ and HWP price cuts again. Will DELL have to talk about ASP in their EPS report ? time will tell. Oh yea, Here is a thought, How will DELL, King of Wintel assembly, handle Merced ? Merced may be better suited for Unix in the early going. Does DELL have the Unix expertise that will be needed for such a complicated archeticure ? Which flavor of Unix will DELL support for IA-64 ? Does DELL have the resources to support all of them ? Or maybe DELL will just stay with the X86 boxes and let the likes of CPQ, IBM, and HWP handle the big stuff. Jim