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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (3404)	2/12/1999 7:59:00 PM
From: Jason W	Respond to of 57584

Just a few thoughts I had while pondering todays activity and analysis on CNBC. If Dell computer is experiencing dropping average prices for their PC's, doesn't that mean they are now MORE affordable for the masses? I can understand the drop in Dell's stock, as well as a drop in other computer sellers and chip makers. But, someone should explain how this bodes well for internet companies. Amazon, Yahoo, Lycos, (Perfumania) and a zillion other i-net sites and retailers should not be affected 1 iota by Dell's problems. As a matter of fact, affordable computers for the masses is great for everyone except the afforementioned chip and computer guys. Someone should write an article explaining how tech investors should look towards the i-net socks instead of the "bellweather" tech stocks... This should be great news for ISP's, web sites, web retailers, internet brokers, and web developers. Have a great weekend, Jason W