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To: David Weis who wrote (10871)6/27/1998 1:09:00 PM
From: Chris  Respond to of 42787
 
with that good post on the cost of PC's, i urge everyone caution whoever is in DELL. Again, the effect of lower cost PC's WILL not impact us overnight. It will be a gradual phase.

Again, I urge everyone to think this about this quote and apply it to DELL:

"ALL leaders go down".

Intel has gone down. DEll can too. (of course, everyone things it's impossible)

What to do about it? Follow through your TA indicators. Exit was exit signaled. IMO, trying to figure out the impact of this low cost PCs will ONLY CONFUSE YOU -> will calculating profit margins for each PC give you entry/exit signals? NO.

only the chart can tell you.