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Technology Stocks : Dell Technologies Inc.

DELL 115.10

-1.8%

2:46 PM EST

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To: Ex-INTCfan who wrote (147495)	11/16/1999 10:54:00 AM
From: Dell-icious	Read Replies (1) of 176387

I think we should finally start moving higher after the options expiration crap is over this Friday. November's "pain-point" is around 40-42.5, so there is a lot of pressure on the stock to stay in that range at Friday's close. Meanwhile Jim Jubak is also bullish on DELL. moneycentral.msn.com Some relevant portions: ... I don't think that means an investor should sell off every "old" technology leader. I think Intel and Cisco and Dell Computer (DELL), for instance, have more than a little life left in them. ... Who would I pick as having the best chance to build a mass market in cheap consumer devices for browsing the Internet and for running software that's stored on the Net? Dell Computer. Think about what's likely to be needed for success in this sector. Efficient manufacturing to keep down costs. The ability to quickly meet changes in consumer demand. A willingness to buy components from other companies without getting hung up in the "Not invented here" syndrome. And distribution that cuts costs to the bone. That sounds like Dell to me. The company, which recently took over the top spot in sales of PC-based servers, has shown that it can dominate a sector even if it's not the first into the market. ... Five years from now when we're talking about the disruptive companies that upset the PC and Internet access apple cart around 2000, I'd be surprised if Dell and America Online weren't a big part of the discussion. But as winners in both the current and the next stage of the technology revolution, I do think Dell and America Online are likely to be the exception rather than the rule

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