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Technology Stocks : Dell Technologies Inc.

DELL 120.53

+0.7%

Jan 16 9:30 AM EST

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To: JRI who wrote (49809)	7/5/1998 4:45:00 PM
From: Lee Lichterman III	Read Replies (1) of 176387

I agree CPQ, HP, IBM will never be DELLs. I also think GTW has strayed in the wrong direction. You all seem to be doing the same as many and ignoring one little guy that is IMHO the best candidate to be the next DELL. I have traded it only for a couple weeks at a time and am not in it right now but have been watching closely. MUEI has fired (retired) their old inept CEO and brought in a new team of leadership. They have the old sidekick of MD who helped bring DELL where they are today from where MUEI is now and the old head of CPQ's inventory control, note CPQ's problems since he left. MUEI has cut their inventory log from months to 10 days within 2 months of the new CEO's arrival (he was only the COO from March until recently) and now as CEO he can continue the turn around. MUEI will never quite be a DELL due to their spending more on R&D but is that really a bad thing in these times and if it is, I am sure they will change that. I am not advocating the purchase at this time, but since this discussion was on who to watch as a DELL competitor, they seem the closest to me for the near future. The others discussed so far are in a different league with their models, mixes etc. MUEI is turning into a DELL clone with some temporary growing pains. The next few months will be interesting to see how the changes pan out. Go DELL (nice flag on the chart so far, any guesses on when the run will resume?)

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