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 Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Ken Beal who wrote (69017)	10/3/1998 6:09:00 PM
From: TwoToTango	Read Replies (5) \| Respond to of 176387

SMART MONEY prognosis for Dell: In the Oct issue, SM quotes Robertson Stephens analyst Daniel Niles. He says he wouldn't be surprised, short term, if Dell hit $33. (HA! Dream on, Danny.) His theory: Dell will be hit hard by rising DRAM prices. The rest of the article is much more favorable. While DRAM prices may put pressure on the stock in the near term, "over the long term this company is UNSTOPPABLE. Dell is the third-largest computer company in the country, with shipments growing four times faster than in the rest of the industry. Now it's looking to expand its server and notebook-computer lines -- two businesses that should push Dell's gross margins of roughly 21 to 22 percent even higher." YES! GO DELL!! What are your thoughts on the DRAM issue?