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Technology Stocks : Dell Technologies Inc.
DELL 125.97-1.0%3:59 PM EST

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To: SecularBull who wrote (60639)8/25/1998 10:37:00 AM
From: The Phoenix  Read Replies (4) of 176387
 
Long,

It has been my mistake - there is no competition for DELL. I'm convinced now. DELL will continue to plow through the market sweeping away CPQ, IBM, HP, and every other manufacturer in their way. DELL will one day be the only PC you can buy. Market growth will not only continue but as DELL gains more and more market share, market growth will mysteriously accelerate so that DELL's growth can continue. And, since DELL will have a virtual monopoly, margins will increase because they can maintain prices at artificially high rates. By 2000 DELL will have a market cap exceeded only by that of Microsoft. I've got to go now....I'm going to sell my portfolio and put it all in DELL.

OG
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