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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

3:59 PM EST

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To: kemble s. matter who wrote (132671)	6/14/1999 6:18:00 PM
From: Bill F.	Read Replies (2) of 176387

kembel-i have no complaints about the amazing job mike has done .my argument is with the valuation others have placed on the company mike commands.it a tough business with no barrier to entry and a host of what i believe are real problems.therefore, i have a different view of what pc companies are worth (right or wrong).having said that i will grant you that dell has done the best job by a mile.the rest of the competition is feeble by comparison BUT as in the airline business, where price rules the day,those same lame competitors can make profits harder to come by for dell.you might say that my argument isn't with dell but with other investor's idea of what it is worth.hope that clarifies my position for what little it may be worth.(G).cheers,bill

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