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

To: SecularBull who wrote (108877)	3/10/1999 4:20:00 PM
From: edamo	Read Replies (2) \| Respond to of 176387

LoD...re: dell...sustain revenue growth amid falling prices... point to consider...falling prices hurt those with already slim margins...healthy company such as dell can survive if forced to compete on price.... consolidation in industries eradicates the also rans...we are already seeing it...believe we are near the bottom of sub 1k machines...not even big blue could gain market share with their $600 box... dell position better than most to go forward as it evolves beyond its boxmaker origins....minimum overhead allows flexibility to meet strategic inflection points in changing markets... i think the ibm relationship proves this direction.. used to believe in ep @ cpq...just not able to pull it off...cavalier attitude toward dell/ibm....dynamic forward appears to be dell...ed a