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

To: Tweaker who wrote (53247)	7/22/1998 3:55:00 PM
From: Diamond Jim	Read Replies (2) \| Respond to of 176387

Exactly, stockpile because box makers had a cheaper alternative. CPQ inventory came long after Intel's stockpile problem. Do you think the avg family getting a PC needs the $2400 machine to throw away after 3 years or the $1200 300Mhz machine that will do everything they need ? Dell's business model and the fact they are still growing is their strong point right now but wait until the declining ASP gets them, same as Intel, which is also a very competent co. jim