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Technology Stocks : Dell Technologies Inc.

DELL 123.13

+4.8%

3:28 PM EST

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To: Phillip Crone who wrote (31436)	2/28/1998 12:14:00 AM
From: Dale J.	Read Replies (1) of 176387

Phillip: I am neither long nor short DELL. In June of 1996 I thought about buying DELL after hearing Michael Dell confidently forecast strong growth on CNBC. CNBC grilled him on how will he compete with copycat direct sellers? How will he compete with increased competition from the Japanese? How will he differentiate his company from other box makers? CNBC like most investors that shorted DELL just didn't get it? I remember that interview well because I was going to buy DELL, but decided not to because some of the questions raised on CNBC seemed to be valid concerns going foreword. DELL does seem to be out of control though with this incredible runnup, but then again DELL has also proved they can execute better than any other box maker. I thought about shorting DELL at 110, but decided against it. I may short it after the split. But until then I will just continue to keep it on my watch list. DELL is one incredible stock. Just my 2cts. Dale

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