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Technology Stocks : Dell Technologies Inc.

DELL 122.01

+4.1%

Feb 4 3:59 PM EST

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To: marie fouchia who wrote (46298)	6/4/1998 5:30:00 PM
From: Zeem	Read Replies (1) of 176388

Marie - Owning "Dell-agra" makes me feel virile. Your ideas on dell are probably pretty good strategies and your very wise to have a defensive position in this approach. However; call me a Dell zealot but, lets look at the checklist of facts; 1. Dell's up every quarter - check. 2. Dell's management is strong - check. 3. Dell maintains leadership role in industry - check. 4. Dell maintains top 10 in volume consistently - check. 5. Dell has been used as a model by it's competitors - check. 6. "Dell-zilla Come!" and stomp on competitors, CPQ, HP - check. 7. "Dell-agra" is needed in my Old Portfolio - check. Believe I'll stay long on Dell.

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