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

To: jhg_in_kc who wrote (73243)	10/20/1998 8:13:00 PM
From: Paul Merriwether	Respond to of 176387

<< This from the MSFT thread, where stock is 103 after hours and shareholders are celebrating a blow-out. >> msft's blowout earnings are not bad news for dell. As far as I know these companies have a positive correlation. That does NOT mean that corporate purchasing will continue to grow at the same pace it has for the past few years. As I understand it, MSFT benefits from its royalties with a new PC as well as from upgrades. In addition, since they have a monopoly on consumer operating systems they can raise the price of the upgrade with impunity. They also get to sell applications that "go" with the new operating system(Orifice 9X). Its a different business model from Dell's. In other words, msft's loss is bad news for dell but msft's gain is not necessarily good news for dell.