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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

3:59 PM EST

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To: B Hewson who wrote (25264)	12/15/1997 10:57:00 PM
From: Meathead	Read Replies (1) of 176387

Re: "the smart thing is to never assume last year's story is still in place.." Absolutely CORRECT! That's why I research the hell out of this company and have a very good understanding of the competetive business picture as well as the technology. More than I can say for many of the crap shooters on this thread.. If you kept up with this stock you'd understand that indeed, next years story will be different than this year's. Dell will finish 98 with 16.5B in revenues and own 8% of the entire market. It will be a very good story. So will Compaq's and HWP's. Just the further market share gains of the big 4 will be great story while the bad stories keep coming from the Apple's and MUEI's of the world. You are probably just speculating that things cannot continue to improve fundamentally... that's gambling too. Marry one industry, learn it inside and out, invest in the right stock(s) the right way and you'll win big. Follow more than one industry... you'll never be an expert in either one. Marriage has it's advantages... MEATHEAD

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