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

To: JRI who wrote (89705)	1/18/1999 12:54:00 PM
From: Lee	Read Replies (1) \| Respond to of 176387

Hi John,..Re:.why couldn't we see an EASING of price pressures.....and higher gross margins I don't know about an easing of price pressures but you might notice that INTC's processors are reduced costs versus several years ago yet their most recent earnings reported increased margin, I believe back up to 58%. But this is in line with a hallmark trend in technology that Chuzz mentioned previously. (Also from Michael Murphy's book). Innovations and options might also provide margin cushion. Regards, Lee

To: JRI who wrote (89705)	1/18/1999 12:58:00 PM
From: JRI	Read Replies (2) \| Respond to of 176387

For all you amateur TA's out there... (For me, TA is often an interesting exercise while waiting for the fundamentals to catch up with the stock price..<g> or on days like today with the market closed....seeing that (our mostly negative outlooked) Dell TA threaders refuse to post anymore...must have been that guy who expected Dell to "fill the gaps" at 64 and 68 who ruined the party, I'll share a little knowledge here <g>...) From our friend Jerry Favors (who has been uncerimoniously been bumped from CNBC's prime Friday 3:30PM slot, to Thursday, because in October when the Dow double bottomed at 7400, he said we were going lower, and he didn't turn bullish again until around 8800...Ouch!) "In odd number years, if the Dow finished the end of January higher than the beginning of the month, the Dow will finish the end of the year HIGHER than the beginning of the year.....this indicator has never failed" So, I guess this means, if all goes well, the Dow will be up at least 1% this year! <g> ----------------------- Amateur TA hour (my thoughts): -Still looking for confirmation in the Dow Transport average, and major European market averages to confirm the bullish move (in the Dow) the last few weeks.....Supposedly, both are a good lagging indicator to confirm Dow (overall market moves)...we are getting there, but not there yet....Overseas markets today are almost all in the black...Brazil up almost 7%...Dow/Naz way above 200 DMA... (Hey, I dun pretty good.....gegegeg) Hey Sig, comment faites-vous? Ou est vous aujourdhi?

To: JRI who wrote (89705)	1/18/1999 1:20:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Hi John, I think that margins will continue about where they are right now. White box manufacturers will continue to apply some pricing pressure, and if margins expand, marginal players will become profitable, and the business will attract more competitors. Remember, it was IBM's high prices that attracted startups like Compaq, and Michael Dell started as a white box vendor. My guess is that Dell is looking at increasing the breadth of its offerings, and seeking to leverage itself into other, closely related areas. TTFN, CTC