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Technology Stocks : Dell Technologies Inc.

DELL 133.73

+2.5%

3:59 PM EST

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To: Ed Forrest who wrote (148869)	12/9/1999 4:03:00 PM
From: rudedog	Read Replies (1) of 176387

Ed - You make a strong case.Perhaps sooner rather than later the market will see what you see. As you may have noticed from my other posts, I strongly disagree. Darell is saying "this is the land of milk and honey" - well, it's really more like the Oklahoma land rush. There are huge opportunities but I see nothing concrete from DELL which would give them a toehold in any of the areas Darrell is talking about. The good land is being taken... I am sick of all the "mystery" about what DELL is really doing - I am beginning to think they aren't doing anything in those new markets. We have been talking for a year about many of these opportunities, and companies like HP, SUNW and even downtrodden CPQ have been doing radical surgery on their base business, technology infrastructure and partnerships to go after them. Like Jack Nicholson said - where's batman?

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