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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

Nov 19 3:59 PM EST

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To: Adrew Thanh who wrote (57202)	8/9/1998 5:00:00 PM
From: Chuzzlewit	Read Replies (5) of 176387

Yes, I would buy in here. IMO, Dell will surprise the street and come in with $.50 in earnings. I think we can look forward to several years of 50% + per annum growth in earnings, a rapid withdrawal of competitors like Micron from Dell's market and a slow withdrawal of competitors such as IBM and HWP from the corporate desktop market. Competition in servers is just beginning to heat up as Dell ramps up efforts in that direction. Look for Compaq to be on the defensive in this arena. Also look for Compaq to continue to migrate its efforts to being more like IBM. I expect that within two years Dell will displace Compaq as the #1 computer manufacturer. TTFN, CTC

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