Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 125.65

+2.6%

1:35 PM EST

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To: JOE E. MILLER who wrote (139344)	8/17/1999 10:55:00 AM
From: Jon Stept	Read Replies (1) of 176387

Joe, re:spoiled last 5 years... Hi Joe, I have watched and particpiated in Dell's stock price until late last year. I don't see how they can maintain a growth rate to justify stock appreciation like we had seen up until last year. Dell's growth was unique because comparatively most of it was derived from cost savings as they leveraged the just-in-time model for all it was worth. Dell is in a commodity business, and they need to find other areas or ways to grow.... that is what I am waiting for. For those who participated in the extensive run-up, the recent inertia probably appears like a well deserved breather. Just my opinion. Jon :)

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