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

To: edamo who wrote (117278)	4/14/1999 12:41:00 AM
From: uu	Read Replies (2) \| Respond to of 176387

While MOT, LU, HWP have said business is doing great and will continue to do great, INTC has said otherwise for the second half. And apparently no one seems to listen to anyone else but INTC!! But the fact is the dynamics have changed and Intel's problems are specific to the company and not industry related! It is Intel's revenue that will be flat to downside, not anyone else's! And the reason being with the new era of internet computing the PC market has turned into a commodity type market and not a premium high profit margin segment that Intel and companies such as CPQ and DELL used have been used to enjoying! How much can Intel make money on sub $500 PCs (forget about sub $1000 PCs, we are now talking about sub $500 PCs)! I am a DELL share holder and have already lost a lot of money on paper. The next upward movement near the $43.75/shr level that I bought my shares, and I will gladly give away all my DELL shares to whomever wants to own them. Regards, Addi Jamshidi