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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: OLDTRADER who wrote (137464)	7/23/1999 4:23:00 PM
From: Chuzzlewit	Read Replies (2) of 176387

I think that the majority of insider sales are options related, and I have made my position on that abomination abundantly clear! The principal constraint on DELL at this point is that there is no public information on what business, if any, Dell will pursue to reignite hypergrowth. In spite all of the hoopla on this thread about auctions and e-commerce I think that the street remains unconvinced -- and rightly so. Why should a company with projected growth of about 30- 35% per annum (which isn't chopped liver!) grow it's share price by 50% or more per annum? Dell has the best sales/assembly model in the business world today. It needs to find a way to migrate that model to new businesses. Once the street sees that, DELL will once again resume rapid share price appreciation. TTFN, CTC

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