SI
SI
discoversearch

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: Bilow who wrote (1646)8/24/1998 7:29:00 PM
From: Lucretius  Read Replies (3) | Respond to of 2578
 
EXCELLENT POST!!!!!!!!

I agree whole-heartedly. PC prices are going into the trash can. I've said this before, but as MU bombed in '95 when it suddenly dawned on everyone that DRAM was a commodity, so it will go w/ DELL in '98. The charts may even look similar when it is all over. (G)

so did you ever add any other shorts to your portfolio? I hope the rabid bulls didn't tear into you too bad after posting reality to them over there. They don't take kindly to contrary views that involve DELL going back to single digits. (G)

-Lucretius



To: Bilow who wrote (1646)8/24/1998 9:47:00 PM
From: lin luo  Respond to of 2578
 
Bilow,

You are closer to win on our bet. Still if you plus a monitor, it will cost $550 (yours is b/w cost nothing?).

My advice to those who want to buy $200 PC is buy DELL stock first and wait for one year, next year you will get 4 and better $100 PCs.



To: Bilow who wrote (1646)8/24/1998 10:02:00 PM
From: SecularBull  Read Replies (2) | Respond to of 2578
 
Bilow....DELL has never targeted the family that makes less than $30,000 per year, and really isn't interested in selling PCs to them. You make it sound as if all PCs will be selling for less than $1,000. Astute investors, as well as persons desiring more power, know this isn't the case.

LoD