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


To: Sig who wrote (57866)8/12/1998 2:44:00 PM
From: Lee  Respond to of 176387
 
Hi Sig,..Re:<<competative pricing>>

Well, well, here we are faced with a WSJ report on the one hand saying that - Faced with sinking prices and slowing demand, the makers of personal computers are preparing to do something radical: make money from Internet services.

And a report from CIBC Oppenheimer on the other hand which says -
In our June PC price survey, we noted that
>Dell avoided aggressive price reductions on
>the corporate desktop, while Compaq went on
>a pricing rampage to undercut Dell in
>corporate desktop PCs for the first time in
>memory.


Now what's an investor to believe? Good thing we don't have to depend on analysts' reports or other media mush for our decisions, isn't it? Never mind the IDC and Dataquest reports which show growth yr/yr.

Regards,

Lee



To: Sig who wrote (57866)8/12/1998 2:46:00 PM
From: John Hauser  Respond to of 176387
 
To All: Price action on Dell has become boring/stagnant.

I've gotta agree with William S (aka: hot blonde) that at this point, upside potential limited. C'mon guys, would you have believed it if someone told you Dell would be up 150-200% YTD by Aug. 11? Don't look for this same type of movement any time soon.

JMHO,
JH

p.s. I stand to gain from any upside, but we've got to be somewhat realistic at this point.



To: Sig who wrote (57866)8/12/1998 2:53:00 PM
From: Venkie  Respond to of 176387
 
I think we may see a little late rally...volume is not too big as of now..I am not trading today....I have all the faith my money can buy in Dell<gg>or margin