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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

3:59 PM EST

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To: Franco Battista who wrote (22890)	11/24/1997 5:54:00 PM
From: Meathead	Read Replies (1) of 176387

Franco - much better post. I agree with most of it. Perception is the main driver for stock prices. However if you have been following Dell, you wouldn't be disappointed with this quarter. It was perfectly predictable and right in line. Fundamentally, Dell's business model is blowin and goin. The perceptions in the market are at the moment driven by FUD and you bet, a wait and see attitude will probably prevail. The true impact of competition will take a few quarters to play itself out and a trading range of 60 to 90 is quite possible for the coming months. Long term however is my focus and the upside is quite tremendous, beyond even the wildest bull imagination. My business is technology, you would not believe whats on the horizon. MEATHEAD

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