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

To: Chuzzlewit who wrote (105735)	2/28/1999 3:28:00 PM
From: Skeeter Bug	Respond to of 176387

>>I believe that the principal cause of the weakness in revenues was the deep recession in many parts of the world which not only curtailed demand, but deepened the price cuts of components. But this doe not necessarily mean that these trends will continue indefinitely.<< weak world demand didn't help. however, price cuts on components just don't fit in. period. if the boxmakers thought revs would be up more by holding prices then they would have held prices. it is supply and demand with stronger supply relative to demand driving down prices. been there, done that and i'm not explaining anymore. >>But you have also missed the major point behind my investment.<< i knew it! ;-) you've been so defensive b/c you like dell. i was never talking about dell. i even said dell could do well. all i said is that it is less likely when the pie is shrinking. btw, components are going up (dds and dram) and box prices keep falling.