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

To: Gabriel008 who wrote (47624)	6/15/1998 9:30:00 AM
From: Patrick E.McDaniel	Read Replies (2) \| Respond to of 176387

Gabriel, another nice story for Dell. Dell raises bar on e-commerce. zdnet.com Pat

To: Gabriel008 who wrote (47624)	6/15/1998 9:23:00 PM
From: Key West	Read Replies (1) \| Respond to of 176387

<< Dell Takes Over No. 3 Position in the U.S. Notebook Market Dell Experiences Fastest Growth Among Portable Computer Manufacturers Leading Direct Computer Company grows 104 Percent Over Q1 97 in U.S. Notebook Market>> Impressive. Equally impressive is the fact that Dell uses mainly Japanese suppliers for their Active Matrix LCD screens. I understand this is the singlemost expensive component in a laptop. With the dropping Yen, this means Dell's margins can bump up or neutralize a declining ASP. Better yet, Michael can buck the trend by holding his margins steady in order to pick up more market share. Can anyone out there come up with any reason at all to challenge the concept that the industry's woes appear to roll off Dell like water on a duck? Gene Piccoli