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Technology Stocks
DELL Bear Thread
An SI Board Since March 1998
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2578 11 0 DELL
Emcee:  jjs_ynot Type:  Unmoderated
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2203 DELL's R&D is 1.5% of sales. You correctly note this still represents $DoggyDogWorld-10/26/1998
2202 Hi divvie; You're right that a lot of what happens next boils down to whatBilow-10/25/1998
2201 Very good argument that I cannot dispute (the cost will keep coming down) and idivvie-10/25/1998
2200 Hi divvie; My specialty is hardware, and like Clint said, a <i>A man'Bilow-10/25/1998
2199 Hi Rudedog, just quoted you and Calvin in a reply to Carl. I did not see your rdivvie-10/25/1998
2198 Hi Carl, Do you think that this will impact DELL in a big way? This post from Rdivvie-10/25/1998
2197 Carl - <i>I earlier predicted that this sort of thing would get to less rudedog-10/25/1998
2196 An addendum to the above. When I predicted computer system prices dropping to Bilow-10/25/1998
2195 Hi All; Complete computer system now being sold for under $500 in today and yeBilow-10/25/1998
2194 Bilow, I almost agreed with your assessment, except lin luo-10/24/1998
2193 Indications that the DELL money machine may be starting to slow: Message 61490jjs_ynot-10/24/1998
2192 A very interesting view: Message 6145750jjs_ynot-10/24/1998
2191 Hi DoggyDogWorld; Thanks for replying to my post. Regarding DELL's lack oBilow-10/24/1998
2190 Your thesis errs by defining DELL as a "box builder". They are in facDoggyDogWorld-10/23/1998
2189 Hi DoggyDogWorld; About differentiation helping DELL... Please explain. I doBilow-10/22/1998
2188 Bilow, the move towards greater integration is indeed unstoppable. I see it daiDoggyDogWorld-10/22/1998
2187 I'm not so sure about that down market. The overall market has a lot of strjjs_ynot-10/20/1998
2186 Hi dave_s; That was some weird market action today... The Nasdaq sold off in Bilow-10/20/1998
2185 Today's numbers quote.yahoo.comjjs_ynot-10/20/1998
2184 You think we're as clever as you :) DavidMoominoid-10/19/1998
2183 Almost everything. From the component prices to whether US & Japan will be lin luo-10/19/1998
2182 What is the relevance for DELL: The .......... YEN! DavidMoominoid-10/19/1998
2181 Interesting article despite a math error: 1.4-.13=1.27 not 1.37! I don't Moominoid-10/19/1998
2180 Hi all; Time for my weekly synopsis of articles regarding the coming revolutioBilow-10/19/1998
2179 Luke: I can not believe that you are calling Greenspan an idiot....so, in otherJRI-10/19/1998
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