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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Dave B who wrote (20778)	5/25/1999 7:17:00 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 93625

OTOTOTOT Dave As you know, I sold CPQ and DELL in Feb. I have ZERO shares. No core holding, nothing. I agree with your post. The problem with DELL is that I think it has turned the corner on it's hyper-growth cycle (until RMBS inside that is<g>) and there is still plenty of fat left in the stock price. It's going lower, imo. It will take the next killer app to put pc's back on a tear. Don't look for it until Camino and RMBS. Just on a personal note, I own DELL computers for my business and I would probably buy from them again, (have many times) but imo, there really is no differentiation to justify a higher price point for DELL. I frankly have been disappointed that I haven't seen more significant price cutting from DELL. I wrote on this thread months ago that I thought PIII would possibly be a dud, and I'm not about to pay a premium for a 'tween machine. I can wait for RMBS. There simply isn't enough performance enhancement in the PIII to motivate me to junk my Pentium machines. You and I are totally on the same page as far as the internet peripheral "gadgets" are concerned. But otoh, why pay 2K for a computer that won't have the ability to run for example, video conferencing programs or voice activation. Bottom line is I think the next 6 months will be dicey for DELL, unless they can pick up sales on the international front to make up for the deferred PC purchases that are the rule right now. bp