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


To: Chuzzlewit who wrote (72079)10/14/1998 5:45:00 PM
From: D.J.Smyth  Read Replies (1) | Respond to of 176387
 
Chuz <<. If you are correct in your conjecture that component prices for Dell have not firmed or increased, then that's great for Dell and is a source of relief. Is this what you are saying?>> this comes direct from Dell's mouth, not mine. let them talk.

you know the component pricers were saying the the SAME thing last year in January (97) that increasing component prices would cut into the net earnings at PC manufacturers? they never quit with this argument. they've been watching silicon/availability prices too long.