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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: Jim Patterson who wrote (36525)	4/3/1998 2:06:00 PM
From: Meathead	Read Replies (1) of 176387

Jim, Compaq et. al. have been trying to impede Dells progress for years. The Compaq secret corporate mission statement in 93 was "kill Dell" in 94 it was "stop Dell at all costs", in 95 it was "Death to Dell" and so on (I know many folks who work there). Now, Dell is widening the competetive advantage gap at an accelerated rate. We know from exhaustive analysis that the Big 3 can not match Dell's pricing structure for similar technology due to the radical difference in business models. So the statement: Do you think these currently much bigger companies will just let DELL drive right on by without doing anything to impeed DELL's progress ? Is it that you feel these companies have just now realized that they need to STOP DELL and will now get serious about it? They have all ganged up on Dell and have failed miserably every time. Now they have the answer? Evidence suggests not. Again the valuation issue is raised. Listen to Paul Levy when he talks about how difficult it is to value hi growth stocks. He is absolutely right. Can Dell have a market cap of 100B plus with 35B in revenues (cy 2002). Sure, just as easily as Intel has 150B/25B and MSFT with 180B/12B. Different businesses with different valuation criteria. The one thing they have in common is a tremendous advantage that sets them apart from the competetion... hence hi valuations. Dell clearly has an advantage that can not easily be duplicated... just ask CPQ, IBM, HWP... they have infinite resources, why can't they stop Dell? How was it that industry giants like KMART and Target let tiny little ole Wal-Mart come up from nowhere and become far bigger and badder. How could that happen? Why could'nt they stop Wal-Mart? MEATHEAD

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