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


To: Chuzzlewit who wrote (41998)5/14/1998 6:41:00 AM
From: Lucretius  Read Replies (4) | Respond to of 176387
 
chuz, I believe I made my argument when I showed up on this thread several weeks ago. Nothing has changed since then, except the mkt's internals continuing deterioration is gettin worse. Your ratios are nice, but that is a backwards look, I prefer to look forward at DELL's fundimental problems that are ahead: PC sales declines, their devotion to the highend mkt (big mistake), they're being undercut in price which used to be their trademark, CPQ
s services should exceed DELL's now that they have last Digital as their service provider, Asia is getting worse (globally economicly speaking), I'm heariing that DELL's business is slowing and they are pushing back orders. I've said all of this before and get flamed for it, but there it is again in short form. I expect more insults and name calling very soon, but I don't mind. They kinda make me laugh. Good luck!

-Lucretius