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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Jim Patterson who wrote (52763)	7/21/1998 11:08:00 AM
From: Chuzzlewit	Read Replies (3) of 176387

Leave it to a gloomy guy to completely misinterpret what is being said. Aside from your questionable use of the word commodity as if its a pejorative, where was it written that: Part assemblers should not trade at 75 times earnings no mater how incredible their growth is. Really? Is this the eleventh commandment, or perhaps a missing statement in the Sermon on the Mount? The fact is that Dell's incredibly efficient business model is easily adapted to many other products. The fact is that their distribution model precludes easy imitation by existing competitors. These are the items that simultaneously create hypergrowth and shield the company from successful imitation. Jim, the fact that you completely misunderstand the potency of this combination explains why you continue to be mystified by Dell. That's why you went long in Dell for a few days and got out, while I and others long term holders are looking at an annual appreciation rate in excess of 200% per annum. As they say, "Wake up and smell the coffee". TTFN, CTC (on his third cup of the day)

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