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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: SecularBull who wrote (57366)	8/10/1998 10:30:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

Some amplifications on your points. Dell's fundamentals are better than any company I have ever seen. And just when I thought it had pretty much reached perfection Meredith announces that he has plans to cut inventory levels in half! Jim will always disagree with you. It is his nature. Jim just doesn't like Dell. Maybe when he was a kid he had a babysitter he hated who looked like Michael Dell. Or maybe there was a kid in Jim's HS class who's name was Michael and had all the girls chasing him. Who knows. Look at posts Jim made last fall. The only difference is he increases the level to which he expects Dell to fall. Jim doesn't understand growth in the market. Jim doesn't fathom the fact that on a relative basis growth is cheaper at Dell than in the S&P500 (using the CNPEG as a metric). TTFN, CTC

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