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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: Jim Patterson who wrote (26690)	1/1/1998 6:46:00 PM
From: hpeace	Read Replies (1) of 176387

jim your questions: "The AP crisis" This positively effect Dell and in fact I was on record that dell would start crashing as ealy as feb 98 for the last 12 months. but , the Asia exchange rates gives dell such a cost boost that this may not happen now "INTC driving P II pricing into the sub zero market" What planet are you own. this helps dell not hurst them. todate cyrx chip was kep to real low price. if intel can get close to that then dell is in the hay. Can't beleive you can't see this, but , then again you probably didn't know that it was a cyrx chip in the super low pcs by cpq. "companies desire to deploy low cost machines that dell does not sell" Dell's pricvs are w/i % points of cpq's and your number 1 and 2 concerns keep dell in the ball game big time. I can't beleive you think what will save dell is a concern "general PC market saturation" the pc market and server market isn't saturated at all and MIS has plenty of money to spend on pc's.You still haven't answered why MIS has plenty of money. " poor demand for highpowered database software" the demand isn't poor. MIS is behind the curve on deployement of other technology . the money's in the budget for these data bases and etc. but, this is a case for orcl slide not dell. "A personal assualt on DELL by CPQ" most of the research I read indicates that except for recently cpq and dell are not getting eachothers customers. Only recent articles indicate this. the entire time cpq and dell has got the others share. and this has happened before. the market will grow 15% but cpq will grow 60% and dell 60% becuase the lower prices drive others out of the supply side and that means cpq and dell get more. This has happened at least 3 other times in the history of pc industry "relative slowing in servers as % of sales" you have no fact to back this up....servers in dells case are growing nicely. Your reference to class C is just your ignorance of MIS. people pay 200-800k for those servers, not 10k.... "Slowing in Q/Q and Y/Y earnings momentum" So, where is your proof here..post it "High relative valuation of the stock" this is the only concern...cpq and dell can both grow to support that P/E..lets see if they do I actually beleive that you are not 33 did not go to college and have just started following technology very recently. until now you traded bank stks or insurance companies, but not technology<ggg> maybe you even traded toothpick compnanies and can tell us about wood...but not technology.

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