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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: jim kelley who wrote (149146)	12/13/1999 1:26:00 PM
From: rudedog	Read Replies (1) of 176387

Jim - I agree with pretty much everything you say in this post. SUNW has done a great job of "we put the dot in .com" with little substance, and IBM has grabbed huge mindshare as the e-commerce king when most of their service organization is servicing mainframe accounts. That's kind of what I have been saying - DELL is not going to get momentum by pointing to low inventory costs, ROIC, or even PC market share gains in the face of that mania. I also agree with your view on IBM - a dangerous partner who must be handled with great care. DELL needs the service component for their enterprise business but a "toe in the water" is about as far as I would like to see them go.

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