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Technology Stocks : DELL CLIMAX SITE
DELL 154.64-3.4%3:59 PM EST
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To: dougjn who wrote (74)7/29/1997 9:43:00 AM
From: Arik T.G.   of 158
 
O.K.
Let's compare boxmakers in the '90 to auto makers in the '20
So maybe Dell is the best of the lot, like Ford in the '20.
PCs are consumer products and not hi tech anymore then
cars. Margins cannot grow from here.
Dell may take another bite from CPQ or PB's market share but its
not going to grow into infinity.
Try unloading now. You will most probably find another time when
market and stock enviroment are more welcoming buying back

Arik
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