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

To: Ken Bobey who wrote (45370)5/29/1998 4:30:00 PM
From: J P Cross  Read Replies (2) | Respond to of 176387
 
Some analyst are expecting zero revenue growth for the year. Asia, Russia, Indonesia...etc. will have an impact.

Pricing pressures are severe for companies (global competition) and wages are increasing. This means margins will be squeezed.

Dell will not be immune from the pull back which will likely be swift and short lived. But I will start accumulating Dell in the 70s. Shorting Dell is too risky and some will be burned bad trying to do that. I just want to average in with Dell low enough that I can sit back and enjoy the next ride up.


JCross



To: Ken Bobey who wrote (45370)5/29/1998 5:51:00 PM
From: Jim Patterson  Read Replies (1) | Respond to of 176387
 
RE: JP, do you really thing we'll see 69? I was thinking 72-75, but after the developments this week am starting to reconsider.

You mean the delay of Merced by 6 months ?

I think 59 should be given some consideration.

Jim


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