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

To: stock bull who wrote (118725)	4/19/1999 12:30:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

sb...re pc as a commodity.. thanks your response..agree all boxmakers offer the same configurations...but the indirect sales method attempts to "guess" what the consumer wants...and if the wrong "guess"...inventory backup at the retail level which gets stale....kinda like going to the grocer and asking him if he can add raisins to the corn flakes he has on the shelf....if he can't you'll buy raisin bran from someone else... auto the same..as you pointed out..perhaps the pc sector settling into market tiers, with much more distinction that now exists...seems all the problems have been with those who have been stocking wheaties, when the consumer wanted raisin brand...or would settle for the wheaties only if on sale..

To: stock bull who wrote (118725)	4/19/1999 12:36:00 PM
From: TREND1	Read Replies (4) \| Respond to of 176387

stock bull you wrote The question that I have is...who wants to offer a definition of the term "commodity". One that fits the tech situation. DRAM is a commodity. And....when the price of DRAM drops too fast all the DRAM makers start an earnings drop. More important..a commodity stock stops going UP UP UP, but instead has up and down cycles. IF (and I do not know at this time) DELL,CPQ,GTW,MUEI are now in the commodity industry, then the great growth period is simply over....This is why DELL must get over 55 again ! Computers , like cars will eventually become a commodity. It is just a question of when ? Larry Dudash