Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 136.58

+3.4%

12:29 PM EST

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To: kaka who wrote (159623)	8/14/2000 3:21:18 PM
From: D.J.Smyth	Read Replies (1) of 176387

Dell has 3.5X the cash (nearly $9 billion) of SUNW; only 35% less than Intel's total pot. the management of the cash is where Dell will move. other than emotions and thinks-so about maybes; Dell remains a strong force moving forward. they remain well positioned despite a Europe that was weak the last two qtrs. Europe remains 2 years behind the U.S. in computing; and they're falling farther behind each day. they simply can't enter the new era totally on the back of a cellphone. please show me a company with stronger fundamentals, and better positioned to move on South America, Asia, and China in Enterprise and PC - these areas still comprise 70% of the world population. US-centric views regarding growth are passe.

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