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Technology Stocks : Dell Technologies Inc.

DELL 125.97

-1.0%

3:59 PM EST

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To: Chuzzlewit who wrote (146393)	11/3/1999 2:41:00 PM
From: Lee	Read Replies (1) of 176387

Hi Chuzz, ..Re:. But, let's not get too euphoric. Dell's model is vulnerable to component price increases. First of all, welcome back and thank goodness you returned! <g> Secondly, I'm afraid we are way too euphoric considering the recent developments with DRAM and LCD prices and other problems. There also seems to be extended vision regarding the high-end server market and in particular, competition with SUNW. However, as you can see, SUNW doesn't count Dell as a competitor, (from their 1999 Annual report). sun.com At any rate, any and all comments solidly grounded in reality are welcomed. <g> Glad to hear all is well. Cheers, Lee

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