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Technology Stocks : Dell Technologies Inc.
DELL 125.97-1.0%3:59 PM EST

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To: grogger who wrote ()3/31/1996 3:44:00 PM
From: Mark T. Heath   of 176387
 
I'm optimistic long term on Dell. I think the company is
taking market share away from Compaq (and the likes). Dell
has been in a $6 trading range since the last quarter earnings
announcement. It won't go below $28 but can't sustain $34.
There has been nothing but bad news from computer makers for several
months now. But Dell is growing with strong overseas sales
and, again, is taking market share away from Compaq. I will not
be adding to my position until the sector's news turns for the
better. Besides, there is money to be made elsewhere right now.
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