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Technology Stocks : Dell Technologies Inc.

DELL 126.59

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3:59 PM EST

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To: Eric S. who wrote (21295)	11/12/1997 9:07:00 PM
From: Paul Merriwether	Read Replies (3) of 176387

<<But what if that neighborhood computerstore had a large base of loyal customers that had future purchasing needs and liked what they were getting at the store? And what if that same store had a slew of first time buyers (China, India) who wanted systems in the near future? The value is much more than just inventory. >> That is the funniest one I have heard! China and India are clamoring for DELL brand, high priced pc's! I have a feeling that they would be great customers for sub 1000 pc's if and only if they can survive a meltdown in Asia. Dell has not a prayer of a chance making big inroads in a price conscious China/India. The winners will be INTC, AMAT, local box makers and (maybe) CPQ. My open invitation to y'all. Sell your DELL and buy intc. Its still a good deal! best regards -P

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