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Technology Stocks : Dell Technologies Inc.
DELL 127.90-4.4%3:59 PM EST
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To: Patrick E.McDaniel who wrote (43771)5/20/1998 12:37:00 PM
From: Chuzzlewit  Read Replies (2) of 176387
 
Patrick, it's hard to be an intelligent bear on fundamental grounds. The financials are superb, growth was superb -- what's not to like? And all of this in an environment that caused major problems for CPQ , HWP and IBM. So the bear argument needs to take the form of one or more of the following:

1. The growth of the computer market will drop;

2. The general market will drop;

3. Dell will lose its competitive edge to another company to be named later (this is a variant of the "no barrier to entry" argument).

I find it interesting that there is no evidence to support any of these positions.

TTFN,
CTC
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