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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%Nov 21 3:59 PM EST
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To: JRI who wrote (134855)6/28/1999 10:58:00 PM
From: FiloF  Read Replies (1) of 176387
 
Hi John.

Excellent post. It is Dell's slowing growth rate, and resulting lowered expectations, that has the stock in the doldrums. (IMO, the lowered expectation will only help the stock in the long run!)

I did have one question. Re:

<Combined with Dell's increasing emphasis on higher margin opportunities, I think we can all feel pretty good about the stock for the long-term, or next few years>

What are the higher margin opportunities you are referring to? Appreciate any insight.

Regards,

Filo
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