Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Techie who wrote (47558)	6/14/1998 7:01:00 PM
From: Robert Scott Diver	Respond to of 176387

>>Margins increase (lower component costs, increased procurement and manufacturing efficiencies), >>prices per MIP/MB/GB/... drop thereby increasing total demand, >>market share in an expanding market increases (especially in higher end/higher margin areas such as workstations, notebooks and servers), >>lead over competition in ability to deliver at a lower price is increasing IMHO. Why would I sell my DELL? I haven't heard anything that makes me believe that EPS won't continue to grow > 50% for the next several years. Scott

To: Techie who wrote (47558)	6/14/1998 8:34:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

National Semiconductor. Here is a company that has been traditionally focused on analog and integrating trailing edge technology into the bulk of their product offerings... the results so far? not too good. We are supposed to believe their forecasts on future market trends when it is just that which has continue to put their earnings in the toilet, quarter after quarter. Techie, I will give you partial credit and an apology. He did in fact say "We believe 70% of all PC's sold by this time next year will be sub-1000". He did not qualify that statement further. You would get full credit had you become aware of this prediction by actually engaging in a conversation with the CEO (as you infer). My assumption about your identity still stands none the less. "We believe" should be replaced with "We hope" cause that's just how much trouble this company is in. Sounds like they need the market for cheap PC's to make this hyperbolic leap within 12 months or they're toast. Clearly, he disagrees with IDC who predict 25% sub-1k penetration by 2001. This is not just a slight disparity in thinking. Thank you Techie, I have learned something. Continue to avoid NSM stock. MEATHEAD

To: Techie who wrote (47558)	6/14/1998 8:54:00 PM
From: Venkie	Read Replies (1) \| Respond to of 176387

I told you not to stir up these Dell Bulls...Now the will bite you on the B...T. Not to worry...I will save you.I stoods all I can stands and I cant stands no more.blow me down.. I have never seen Meathead act like this..I hope he isnt going short Dell.. $29.95 Dells...cool

To: Techie who wrote (47558)	6/14/1998 8:54:00 PM
From: Meathead	Read Replies (2) \| Respond to of 176387

Found the source for that erroneous 70% statement. national.com National had that segment pegged at 40% last year ending at 30% market share in December. That makes sense as that's exactly what the take rate for sub-1k retail home systems... precisely where they are targeting Cyrix sales. My sense is that the CEO was referring to 70% market share within this class putting it at 19% of the entire PC market within 12 months... makes more sense... healthy growth... more in-line with industry projections. MEATHEAD