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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 3:59 PM EST

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To: The Phoenix who wrote (63782)	9/4/1998 11:04:00 PM
From: Sig	Read Replies (4) of 176387

Great post comparing Csco and Dell.. <<<some points you may wish to consider over the weekend >>> Glad to own those stocks rather than financial stocks. Dell #1, Csco #2 You seem a bit concerned about Dell maintaining growth rates Not to fear... 1. They have a low percentage of market in several areas and countries , 2. Many new areas yet they can enter when and if they can build facilities fast enough to meet existing demand and stop running 3 shifts to keep up with orders.hehehe.(I assume they built those new plants in Ireland, China, Austin and Round Rock to help with that) 3. Emphasis on expanding their web presense will increase the efficiency of Dell employees and help improve the margins. 4. It is known that Dell has great originality in entering new fields( Web sales), now has entered the server market, doubled the production of notebooks. We don't know what is next but there is much to be done and Dell will be there with a product. 5. Dell's focus on efficiency and a low cost solution becomes more significant as world conditions deteriorate(as they are at lest temporarily) 6. Only 13 months remain until yr2k compliant systems must be up and running (Jan2000 minus 3 months), which will now increase the demand for compliant computers. Am not trying to compare Csco and Dell here, just pointing out reasons why Dell should be able to equal or exceed past growth in earnings or sales. There will always be a DELL Sig

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