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Technology Stocks
DELL Bear Thread
An SI Board Since March 1998
Posts SubjectMarks Bans Symbol
2578 11 0 DELL
Emcee:  jjs_ynot Type:  Unmoderated
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178 Denise, I think your comments are very fair... and make a lot of sense to me.China Trader-3/16/1998
177 What do folks think of GTW. They have a business approach very similar to DELL jjs_ynot-3/16/1998
176 >>> Other indicators: Stochastics, On Balance Volume, Gann's Angljjs_ynot-3/16/1998
175 >> I think Dell is well run financially>> So do I, however, I tAlly-3/16/1998
174 Interesting that only 10% of DELL's sales are to second-time buyers. WhereSatellite Mike-3/15/1998
173 Many people seem to think that low-priced PCs won't affect DELL because DELSatellite Mike-3/15/1998
172 I guess as the Quarter goes on we will get glimpses of what's happening witJorge-3/15/1998
171 I'm sure you're right. But hedging costs money and its great to be buyijjs_ynot-3/15/1998
170 dave s...I might be way off, and I invite anyone to correct, add to or whateverJorge-3/15/1998
169 They certainly had it going. However; it's not clear whether it can continujjs_ynot-3/15/1998
168 Either way, they got it goin' on...:-)Jorge-3/15/1998
167 >>> the latest statistics say all components combined-whether HDjjs_ynot-3/15/1998
166 <<I can imagine Compaq actually pays less for HD at the spot>>....tJorge-3/15/1998
165 I have seen various retail outlets selling similar systems for different pricesjjs_ynot-3/15/1998
164 FWIW, I think most corporate buyers base purchases on bulk purchase orders thajjs_ynot-3/15/1998
163 If you go to CPQ homepage to check their recent price cut due to the PC WAR. Yolin luo-3/15/1998
162 Man Wah and all, thanks for responding. I guess I still don't quite underRamsey Su-3/15/1998
161 You missed my point. I said eventually PCs are just made with <b>indistiJacky AY-3/15/1998
160 <i>from a production efficiency perspective, I have to believe that produJacky AY-3/15/1998
159 Brian, I live in the Bay area and this morning's COMPUSA ad still shows thXoFruitCake-3/15/1998
158 Ramsey, I think the BTO combine with JIT model allow Dell to control part invXoFruitCake-3/15/1998
157 Ramsey: So here you are,I was wondering. Listen, here is a link which might ansMohan Marette-3/15/1998
156 Dave, Suggest a new name for this thread... Reading your reasons for selectiChina Trader-3/15/1998
155 Do you know of any TV or VCR that EVER was sold on a BTO basis?.....Apples and Jorge-3/15/1998
154 Ramsey, As I recalled.... when my son bought a Dell thru internet, there werChina Trader-3/15/1998
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