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

To: Dr. David Gleitman who wrote (45313)	5/29/1998 1:30:00 AM
From: Paul van Wijk	Read Replies (1) \| Respond to of 176387

Dell verlaagt prijzen van onderdelen voor servers To the Dell-heads who are studying foreign languages; Computerfabrikant Dell, die vorige week mooie winstcijfers bekend maakte, heeft besloten de prijzen van een aantal onderdelen voor servers sterk te verlagen. Het gaat daarbij om harde schijven, foutcorrigerend geheugen, controllers voor diskarrays en bijbehorende software. Dell heeft deze prijzen kunnen verlagen doordat in het productieproces een aantal besparingen zijn gerealiseerd. Zo worden de voorraden tot een minimum beperkt en gebruikt de firma een ERP-systeem om computers te produceren op specificaties van de klant. Paul van Wijk

To: Dr. David Gleitman who wrote (45313)	5/29/1998 1:36:00 AM
From: Jack T. Pearson	Respond to of 176387

Several analysts have upgraded or reaffirmed buy ratings on CPQ during the last three weeks. They may be correct, but market hasn't bought it. If other news doesn't screw things up, CPQ should get a pop next month with their completion of the DEC acquisition and the layoff of several thousand people. (The crowd always loves it when Christians get thrown to the lions.) But I think the stock will back down after the initial excitement if solid performance results aren't forthcoming in the next earnings report. Have seen (tonight) two SI reports of recent Intel layoffs. That's the sort of news that causes people to sell PC makers.

To: Dr. David Gleitman who wrote (45313)	5/29/1998 11:36:00 AM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Good morning David, Last summer several contributors to this thread offered analysis predicting Compaq's problems. The predictions were accurate, and included profit squeezes due to a shift towards cheap retail PCs, channel problems and BTO problems. The current thinking seems to favor more of the same (although inventory problems may be easing) plus some degree of indigestion following the DEC merger. I also think that Compaq is simultaneously evolving towards the extreme upper end of the market (servers and service) and the lower end (retail) and pulling back from the middle market (desktops, notebooks and mid to lower-end servers). TTFN, CTC