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Technology Stocks : Dell Technologies Inc.

DELL 122.70

+0.2%

Nov 18 3:59 PM EST

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To: jhg_in_kc who wrote (66457)	9/21/1998 1:30:00 PM
From: The Phoenix	Read Replies (2) of 176387

jhg, Bull only in that the market is behind this pup. I still believe that: - Competitors are aggressively attempting to emulate the DELL model, they are smart - they will succeed - PC market is not growing fast enough to maintain DELL's growth - PC market will decline due to new in-home internet appliances - Margins will errode as competitors get the model down and the PC becomes more commodity focused (did you see the announcement about the Korean company with the $499 Window's based PC - built like an Imac clone???) I think DELL has huge challenges, but I refuse to miss a short term run-up. I don't think however that I'll be holding Dell this time next year or perhaps even in 1999 at all. OG

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