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Technology Stocks : Dell Technologies Inc.

DELL 127.90

-4.4%

Dec 17 3:59 PM EST

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To: AJ Berger who wrote (149665)	12/21/1999 10:49:00 PM
From: TigerPaw	Read Replies (1) of 176387

another opinion to consider To be fair you did give a list of reasons for which you think Dell will fall short this quarter, and that is better than many of the posts which predict Dell's immediate plunge to $3. I think that list of reasons showed short term tactical items, items which are a large part of why Dell stock did not move significantly for many months. Shortages in Coppermine or Rambus or LCDs are just that, a short term phenomina. These items may have a lingering effect on the current quarter but in the long term they are just noise. For the most part current stock pricing will be based on expectations for next year. And the last examples, entering the consumer and appliance market late, that is a Dell hallmark, Don't enter a market until it has been shown that it will be big enough to support the kind of volumes where Dell excells. It does appear that Web PC and Rambus are arriving late in the year, but this isn't the movie business where missing the season blockbuster means you have to start over. These products are going to continue and accelerate with Windows 2000 and even cheaper faster appliance offerings. TP

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