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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: Lee who wrote (43293)	5/19/1998 3:29:00 PM
From: Ed Zhao	Read Replies (3) of 176387

>>You are defining value as market cap.<< The market value is what on the surface, the value is long term return from the investment. How long will DELL be able to grow better than 25%/year? I do not know for sure. But I can say with confidence that PC sell in ten years will not be a much bigger business than home electronic sale now. SONY is a premium brand in the home electronic market. In addition, it also owns a movie studio, a theatre chain. It spends billions in R&D, awarded hundreds of patents each year. Do you think, DELL with a good inventory control (that the competitors will learn in no time), A fair brand name (of a semi-commodity product), is twice more valuable as SONY? XZ Disclosure: I short DELL (at $77 and $97).

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