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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: TTOSBT who wrote (135387)7/2/1999 1:06:00 PM
From: stockman_scott  Read Replies (1) of 176387
 
<<The only thing that has seemingly changed is the way the market values the business that Dell is in. So Dell has no other alternative but to SHOW the market how wrong their perception is.>>

Wise comments, IMO. Look at the market's fascination with wireless stocks -- NOKA and QCOM just keep going up and the fund managers love them. Ericson is the CPQ in the field -- there always has to be someone lagging behind <G>. This field is perceived very positively. Right now big cap Growth Fund Managers love DELL but they just are not very excited about the hardware marketplace. Now, when will they start to view DELL in a different way ? If I had the answer to that question I would be quite a market timer <G> !!

Best Regards,

Scott
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