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To: Judy who wrote (18186)12/6/1998 2:58:00 PM
From: Electric  Read Replies (2) | Respond to of 42787
 
Judy,

Thanks for the link, I think that is great news for DELL. I am sure that since they have their inventory model that takes advantage of daily decreases in prices that the Co will make fine margins on the new desktop. My only concern is that DELL hasnt been the type of Co that puts together junky cheap machines just to get the low end customer. I hope that this does not become too large of a product that consumers flock to. I bet the margins arent as good (although knowing how the company is, they wouldnt price a unit that they dont make good $ on) and I dont think it is too good of an idea to open that product line. When I think of DELL, I think that I am going to pay more, but I get what I want and I know what I put in it. I hope that stays the same.

I bet that news will prop the stock in the future.

Thanks again.

BTW, I am thinking MU puts, long ways out and near the current stock price. What are your views?



To: Judy who wrote (18186)12/6/1998 4:31:00 PM
From: Magnatizer  Read Replies (1) | Respond to of 42787
 
Judy

do you have an opinion on ROK?

they are spinning off their semi conductor business. I hear spin off date is Dec 11. Holders get 1 share of spin off for every two ROK. Will not hurt ROK bottom line earning wise as business was loosing money anyway.

Spinoff has written off mucho inventory and the CEO hired ran VLSI, which has been a top performer.

ht
david