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Technology Stocks : Dell Technologies Inc.

DELL 133.92

-4.9%

Nov 13 3:59 PM EST

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To: jbn3 who wrote (34520)	3/16/1998 12:56:00 PM
From: rudedog	Read Replies (1) of 176387

This is not anti-dell, quite the opposite. Dell is obviously more than a boxmaker, as reflected in both growth and PE. My point was that Dell does not enhance shareholder value by R&D but by excellent business execution. The 6 IBM patents you refer to were for IBM's Austin facility, likewise the one Tandem patent was for their Austin lab. This is probably all the local news would cover. Most IBM patents come from the Thomas J Watson research center which issued over 1900 patents last year. CPQ by itself did not do a lot of patent work (less than 500 total for the company over its history) but that is a lot more than Dell which appears from my research to have less than 50 in total. Tandem and Digital (between the two) were granted about 600 patents last year. thus my statement - (600/12) is more than 50, they did more per month on average than Dell has in total. Where did you get the hundreds on process patents for Dell? I can't find them. Remember my total does not count patent applications but only patents granted, so if Dell has stepped up patent applications over the last few years it would not show up in grants for a while. If you have info to the contrary about Dell's historical patent base I would be glad to see it - I will always abandon my previous assertion in the face of new facts. I am not at all paranoid, I just think that investment decisions are best made on the facts, not on optimism. For the record I hold positions in both Dell and CPQ as well as a variety of other stocks, and am currently holding Dell, I may add if the price drops to the mid-50s but I doubt that will happen. I agree with your last statement - and I also believe that if the world changes that Dell has shown the ability to change with or even ahead of it to the benefit of Dell shareholders. I have a few short-term concerns but long term Dell will continue to be one of the great computer companies.

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