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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: edamo who wrote (149152)	12/13/1999 1:49:00 PM
From: jim kelley	Read Replies (1) of 176387

The only problem for DELL that is the use of branding campaigns by IBM and SUNW while bogus may become true in time if the the bogus claims are believed by the customer base. This is akin to a propaganda war in which the "big lie" becomes true after a while. I am no expert in branding but I can see the danger in not having a effective brand or in having ones own brand crowded out of share of mind by other brands which may be bogus. DELL's leadership has been in the "business model" arena so far. Their impact on the industry has been huge. So to say that DELL is not a leader would be way off the mark. DELL is a young company so I expect that the best is yet to come as it matures into a Fortune 50 company. There is opportunity for product innovation and marketing innovation. The seem to have the manufacturing and logistics down better than any other company. So while I would not mind seeing the stock run up to 100 in the next few months, I can wait. Play the internut stocks for a diversion. <g>

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