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DELL Bear Thread

An SI Board Since March 1998

Posts	SubjectMarks	Bans	Symbol
2578	11	0	DELL

Emcee: jjs_ynot	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
1053	Not too many new computers going out with anything but Win9X, that's for su	rudedog	-	6/14/1998
1052	rudedog, no argument there. Actually, there are times I wish I still had win 3.	Gary Wisdom	-	6/14/1998
1051	Gary - <i>But, I'm sure there are some parts of the country where th	rudedog	-	6/14/1998
1050	Re: <<Wake up from your dream.>> My dreams as a Dell investor are	Gary Wisdom	-	6/14/1998
1049	Gary, I know PLENTY of businesses and people who still use WIN 3.1 (some just l	Lucretius	-	6/14/1998
1048	Also, these days you can upgrade the processor and memory for a very limited co	jjs_ynot	-	6/14/1998
1047	Hi Gary Wisdom; There are some differences between the 386 situation and the c	Bilow	-	6/14/1998
1046	Bilow, I have one word for you: 386 <eom>	Gary Wisdom	-	6/14/1998
1045	Hi Gary Wisdom; You're in dream land. Software guys write code that can b	Bilow	-	6/14/1998
1044	Hi, rudedog: INTC has to something too, so does WDC, etc. or whoever supplies t	lin luo	-	6/14/1998
1043	Re: <<This is the beginning of the end.>> Ok, so the $299 computer	Gary Wisdom	-	6/14/1998
1042	For that kind of mass production, lower margin business the Just in Time manufa	jjs_ynot	-	6/14/1998
1041	Hi rudedog; Yep, with the severe further decline in computer prices over the n	Bilow	-	6/14/1998
1040	<i>At least they can lower the prices to break even if they have to. <	rudedog	-	6/14/1998
1039	-----OT-------Asian market (cont) You probably have heard many stories why As	lin luo	-	6/13/1998
1038	I thought they are still making money by making the boxes. At least they can lo	lin luo	-	6/13/1998
1037	Why do you say DELL can do it? DELL book value per share is very low. They have	jjs_ynot	-	6/13/1998
1036	I am surprised that when the PC prices go to zero, there is still nobody claimi	lin luo	-	6/13/1998
1035	With the dropping prices there go the profit margins. Can you say <b>MARG	jjs_ynot	-	6/13/1998
1034	Regarding those dropping PC prices... Those of you who have been following my	Bilow	-	6/13/1998
1033	<b>The seemingly inexorable descent of personal computer prices continues	jjs_ynot	-	6/12/1998
1032	It's 1:00 pm in Hong Kong, and the market has recovered from being down abo	Marq Spencer	-	6/11/1998
1031	If it holds that is the third day in a row for Asia to get hammered.	jjs_ynot	-	6/10/1998
1030	My entry was yesterday. Yes the fabric on my chair is wearing out. I made a f	fred woodall	-	6/10/1998
1029	Oh is that the problem. All the vegetation in the video driver circuits?	jjs_ynot	-	6/10/1998

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