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


To: SecularBull who wrote (80795)11/16/1998 5:12:00 PM
From: DO$Kapital  Respond to of 176387
 
Don't you mean implode?
First or second tier
internuts?



To: SecularBull who wrote (80795)11/16/1998 5:19:00 PM
From: garrick le  Read Replies (3) | Respond to of 176387
 
DELL 's day as Wall St. 's darling may be numbered.
Next quarter 's earning will confirm my suspicion.
Component prices stop falling,PC becoming commodity-like ...
all work against DELL 's business model.
DELL 's inventory management method has been superb ,taking advantage
of falling component prices.Now that is going away,DELL has less
advantage over competition and less profit margin as a result.
I hope I am wrong for the DELL investors ' sake.

GL



To: SecularBull who wrote (80795)11/16/1998 5:47:00 PM
From: freeus  Respond to of 176387
 
rewaiting for internet stocks to explode
I hope you mean implode because if this isnt exploding I dont know what is!!!!!
I agree with you: DELL will be Wall St's darling again, just not right now. I would imagine that Feb'99earnings will be superb.
Freeus