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

To: Henry Niman who wrote (101836)	2/17/1999 12:15:00 PM
From: yard_man	Read Replies (1) \| Respond to of 176387

>>Comments Michael Dell was just on CNBC. Mentioned on-line sales of $14 Million per day. Will be able to outgrow market because of cost advantage in structure, which is 1/2 that of mainsteam competition. In retrospect should have focused less on margins and more on growth. << Outgrowing market? So what if overall sales are falling ... >>In retrospect should have focused less on margins and more on growth.<< Too late ... game over. Look for his wonderful ASPs to go into the toilet next quarter in a big way -- to grow he has to got to the consumer end == lower prices, he will have to sell a lot (a whole lot) more units. Company will do fine probably, but the stock is still way overpriced after the mini-haircut. Don't get mad, just sell. You'll be able to buy DELL back at a fraction of the cost after next quarters results, but probably before ...