Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Lucretius who wrote (2358)	12/9/1998 1:12:00 AM
From: Bilow	Read Replies (1) \| Respond to of 2578

Hi Lucretius Taurus; I'm still alive, just swamped... Some EE Times articles of interest: Should OEMs add features or drive prices ever lower? -- Designers split on future of sub-$1,000 PC Some say at $599, price points have bottomed out and engineers will now move back to a more familiar scenario of bundling ever more features into the new, lower price points. Others foresee the dawn of a family of even lower-cost dedicated information appliances on the near horizon. Our 'XC' machines will be in the marketplace in the late first quarter, early second quarter of 1999," said Lin. "Our focus for these $300 machines isn't so much cost, but performance." techweb.com Shrinking pentiums: Compact multichip module packs Pentium processor MicroModule Systems Inc., is rolling out a Pentium processor module that it says puts much of a system in a package not much larger than a Pentium itself. techweb.com A note important to the future of system on a chip: Bucking conventional EDA wisdom, Berkeley study claims interconnect delays subside at 50,000 gates -- Researchers rethink submicron challenge The paper shows new data claiming that interconnect delays will actually decrease at the 50,000-gate module level as feature sizes shrink. techweb.com -- Carl

To: Lucretius who wrote (2358)	12/11/1998 7:28:00 PM
From: Moominoid	Read Replies (2) \| Respond to of 2578

Though DELL has been very resistant to all our prognostications up till now... this latest DELL peak could be aborting already: iqc.com For more detail: iqc.com My own TA method shows room for a down move now which wasn't the case when we were on the RH shoulder of the previous peak. I'm expecting the general market to fall and DELL with it. However, I have raised my bottom (medium term) for DELL to $38 based on a 34 week BB analysis. The CPQ=DELL scenario could be a possibility. Maybe I should go long CPQ? It looks reasonable value to me. David PS a nice 36C (96F) day here. Summer has arrived....