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


To: K. M. Strickler who wrote (41433)5/12/1998 11:28:00 AM
From: Jim Patterson  Read Replies (1) | Respond to of 176387
 
>>> However, I think DELL will suffer the same fate as INTC and CPQ reciently did. <<<
On what is this based? Wishful thinking?

Ken,

Please name the PC or PC related companies that are thriving today.
Here I will help you start,
DELL
Please complete the list.

Now, Please Name the PC or PC related companies that are struggleing to grow revenue and earnings.
Again I will help start the list.
INTC
CPQ
WDC
MU
ORCL

Yes all of the problems these companies suffered company specific problems. Or did they ? Perhaps the second list is an indication of an emerging trend.
I should also add MSFT to the second list becasue their Q/Q revenue growth is slowing dramaticaly. A trend I don't see reversing any time soon.

Jim