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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

3:59 PM EST

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To: Jim Patterson who wrote (45052)	5/27/1998 4:15:00 PM
From: SecularBull	Read Replies (1) of 176387

Jim P., I think you are right to a degree, but you tend to overstate the REALISTIC pitfalls for DELL. The potential problems you identify are certainly possible, but I think that you feel that they are much more likely than the rest of us. This too, is human nature. Your conservatism has lead to a much more skeptical assessment of DELL. Personally, I don't think that DELL is as vulnerable (at present) as you paint it to be. The very fact that the competition is in such a poor state of execution of their own models (in the midst of trying to be both direct and indirect marketers), is what gives DELL the back-up to its own flawless execution of its own model. I will not disagree that you have identified valid considerations, but I would say that they are merely possibilities, and not reality (nor will they be) all things remaining what they are. LoD

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