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 Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Lucretius who wrote (1118)	7/7/1998 1:59:00 AM
From: lin luo	Read Replies (1) \| Respond to of 2578

LT: DELL may look weak, but DOW, S&P and NASDAQ are all at or near all-time highs. The downside might be limited unless there is really bad news coming from the REAL dogs (INTC, CPQ, etc) next week. (Sad thing is I do have CPQ, still in the money though.) Now is the beginning of the quarter, fresh money just got in which tends to support the markets. YHOO might be topped.

To: Lucretius who wrote (1118)	7/8/1998 12:05:00 AM
From: Bilow	Respond to of 2578

Hi Lucretius Taurus; DELL continued to drop today, as predicted. But the majority of people buying and selling DELL have no idea what kinds of changes will influence the long-term prospects of the company. For the long range types, here are some articles from EE-Times hinting at the revolutions going on in electronics. Nobody is telling you the clear and obvious consequences of these massive improvements. (Except me, of course. :) The new low ASPs start to accelerate upstream. These sorts of things always start at the low end, but progress up until they eventually reach the very highest end. Next course, Intel servers techweb.com I believe that "system on a chip" techniques will cut the heart out of the box making business in the next 3 years or so. The US has a lead in this technology. Here is NEC's plans on catching up: Software, reward structure need changes, says executive -- NEC faces up to system-chip integration test techweb.com Hints of the integration path in servers. These are examples of the system on a chip cost reduction that is getting set up: techweb.com Notebooks in Japan get thinner. Think pocket calculator size. Now think pocket calculator cost. techweb.com -- Carl