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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Phillip Crone who wrote (31436)	2/28/1998 10:12:00 AM
From: Mohan Marette	Read Replies (2) of 176387

Hi there Phillip: You seem like a level headed hard working man,but be careful shorting Dell 'cus you don't want to loose all that hard earned money now do-ya. May I suggest you talk to the McNabb brothers about 'the pleasures,pain and the art of shorting Dell' before committing any serious money unless of course you are a sadist and love to endure pain. As for the Japanese taking over the PC biz 'forgit-about-it',they lost that one long time ago,haven't you heard? Even the Japanese admit it why can't you? Did you say something about Asian crisis? I think you did and I believe you might be right in your analysis in the larger scheme of things. But mind you, Dell only does some 6% or so of their business in Asia and since bulk of their components are sourced from there it creates positive net effect for DELL,and besides they grew their business in Asia in the last quarter and now they are building a plant in China to be operational by Aug.98. If you know anything about the Chinese market you should know it is one of the fastest growing and potentially one of the largest PC markets of the future.By 2000 it is projected that Chinese Pc demand will be north of 10 million units annually. I know what you are saying though and admit caution is warranted especially if one is looking from the outside in and then again sometimes some companies tend to defy gravity based on good solid fundamentals and some on plain gas and I tend to think DELL belongs to the former category and I can name a few that belongs to the latter but why bother as I have no interest in them but you may want to take look at some of them if you are interested in shorting and you should know who they are.

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