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Technology Stocks : Dell Technologies Inc.

DELL 122.92

-3.9%

Dec 18 3:59 PM EST

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To: The Phoenix who wrote (64697)	9/10/1998 12:56:00 PM
From: stockman_scott	Read Replies (1) of 176387

Gary: Don't underestimate DELL's unique position in the marketplace. Here are a few quotes from a recent SG Cowen Securities report written in the last week: "We look for the gap between DELL and the competition to widen, dramatically." "Indirect vendors, recovering from from short term channel overstock issues, fundamentally will continue to have a difficult time finding an optimal business model given current constraints." "Internet-based models are most easily deployable on top of direct, rather than indirect models." "DELL continues to see component price erosion at somewhat greater than a normal rate." "Our F01 / C00 estimate assumes that DELL expands its unit market share from approximately 5.8% globally in calander 1997 to just over 12%." "We maintain our 1/ Strong Buy rating with a $135-140 price target, 47-48* C99 EPS , 36-37* C00 EPS." ---------------------------------------------------------- The above comments are from Richard Chu -- a very bright analyst from SG Cowen Securities. His report was posted on First Call and dated September 2nd, 1998. --------------------------------------------------------------- DELL is miles ahead of its competition for good reasons. Many are listed above. They also have created a culture that is very difficult to duplicate. DELL's ability to attract, motivate, and retain the TOP TALENT is legendary. Buy and Hold DELL and you will always come out ahead. -Scott

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