dell can not make money at a time when pc prices are falling below $1000 or free, at the same time microsoft is raising the price of windows there is no room for profits, dell already has to pay ibm an ibm compatable licencing fee, thier revenues are going to continue to shrink.
Give us credit for a little mor intelligence than that. All you have to do is say - look fellas I'm short x number of shares of Dell so can you help me out by selling and bring the price down. Is that what you want ? Then let's be honest about it.
Compaq will drag it lower, but Dell is not a good growth company, since it's profit margins are shrinking, because, the cost of PC's is below $1000 if not free, at the same time Microsoft is raising the price for windows, also Dell has to pay IBM for parts, and they have to pay IBM a fee to be licenced to be IBM compatable. Not a good time to buy Dell.