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Technology Stocks : Dell Technologies Inc.

DELL 120.45

-0.1%

Jan 12 3:59 PM EST

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To: D.J.Smyth who wrote (156108)	4/6/2000 4:30:00 PM
From: Jean M. Gauthier	Read Replies (2) of 176387

Hi Darrell, you might be right... BUT, Dell is NO EMC is storage..... If anything, NTAP is... Dell is NO SUNW in Unix, high-performance computing... Dell is the BEST company in X86 servers, X86 PC's and E-Commerce .... Not the same thing.. They are NOT a R&D shop, like a SUN or EMC or NTAP or Cisco. They are also NOT an acquirer of companies a la Cisco I just feel that I cannot take a drop to the 40's again with 9 month options.... That's all Best of Luck Take care Jean P.S. Their growth and earnings have not been "so hot" in the internet age, at least since Jan 1999.... I am not one of those "dellheads" with cost basis on dell in the 1 $.... I bought at an average of 95 $ (pre-split) in jan 99..

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