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Technology Stocks : Dell Technologies Inc.

DELL 117.44

-1.6%

Nov 20 3:59 PM EST

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To: stockman_scott who wrote (132890)	6/15/1999 10:06:00 PM
From: Meathead	Read Replies (1) of 176387

Scott, exactly right. Dell is a hunter that stalks it's prey only to attack at the optimal time. The only problem with this strategy is investors lose patience, become confused, and feel that Dell is falling behind when competitors announce unique new products or initiatives that may or may not have any profit potential. This strategy is so simple, obvious and easy to understand that it goes right over the head of most... even Dell's competitors. One only has to compare the last 5 years worth of earnings statements of Dell and it's competitors to see how patience and selective targeting pays off. MEATHEAD

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