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Technology Stocks : DELL Bear Thread

DELL 138.94

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Dec 5 3:59 PM EST

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To: Mike McFarland who wrote (635)	5/14/1998 8:24:00 PM
From: D.J.Smyth	Read Replies (1) of 2578

<<What I like about being bearish on Dell, having considered Amazon and Microsoft and Excite, is that it seems to be the business which is the easiest to copy, the most difficult to defend, and the most over-rated>> Mike. I remember reading the same about MCI when it began challenging AT&T, when MCI was trading above 60 times earnings and new entrants were coming aboard each week. MCI kept moving up. Access to the internet is changing the way many analysts are beginning to look at box makers. If the Dell model was so easy to copy, MUEI would have been as successful. Although Gateway has done well stockwise, their systems do not compete well against Dell systems for the business market.

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