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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: D.J.Smyth who wrote (160143)8/29/2000 3:15:32 PM
From: dwdkc  Read Replies (3) of 176387
 
One important question on two subjects much debated on the board today.

1. short term issue--INTC's problem with the 1.13 GHz processor and the delay. Comments heard that this is a nasty "crisis", implying an effect on Dell's nearterm results.

Investable question-- so what? If there are two other Pentium III processors at 1 GHz available, not to mention how much of Dell's revenue is expected from this highest end segment, what is the true impact on numbers expected to be?

2. LT issue--Rudedog's argument that Dell really can't truly penetrate SUNW's high end market.

Investable question-- so what? How big is the market that Dell can attack with great success--everything a little below SUNW's technology level. Rude is still a big investor so I know he's considered it.

I still think Dell's business model is just fine for the new world. If you can manufacture and sell hardware that is in huge demand faster, cheaper and more flexibly than just about anyone else, you will make money. I've seen no evidence that this is still not the case. Dell has merely matured into a 25-30% LT growth blue chip that will see a 50-75 P/E for a long time. Never to be your next home run anymore, and never to really hurt you again, but a nice LT holding.
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