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

To: professor who wrote (69918)	10/7/1998 3:21:00 PM
From: MichaelW	Respond to of 176387

Re: isn't this a good sign for the computer hardware market? AMD has a low market share compared with Intel. AMD mostly serves the low end sub-1000 PC market, mostly the consumer side. MW

To: professor who wrote (69918)	10/7/1998 3:24:00 PM
From: Paul Merriwether	Read Replies (1) \| Respond to of 176387

<< they indicated that demand remains strong for chips. Although dell uses intel chips, isn't this a good sign for the computer hardware market? >> Maybe for sub-799 section of the market. Dell doesn't compete in that segment.

To: professor who wrote (69918)	10/7/1998 3:33:00 PM
From: stock bull	Read Replies (1) \| Respond to of 176387

Professor, I am now a believer that Dell is going to trade in the 40's. With respect to AMD, I think their forward looking statements were very positive. However, I believe the Street now believes that negative economic conditions are going to exist throughout 1999 and into 2000. Given this, Dell's high pe is going to be cut way back...as we have seen happening over the past several weeks. These are JMO. I'm not a professional investment advisor. Stock Bull