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Technology Stocks : Dell Technologies Inc.

DELL 117.42

-1.7%

3:59 PM EST

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To: Sig who wrote (82254)	11/25/1998 9:42:00 AM
From: PAL	Read Replies (3) of 176387

Sig: There is no question that Dell is the premier internet company with sales of $ 10M/day. Yet the stock is just moving sideways. Dell is just like a very beautiful girl, but not sexy. Wall Street eyes are turned to hot pants, high heels and low cut blouses. Maybe Dell with the best expertise of selling direct should form a subsidiary that sells general merchandise on the net. Have you noticed that Outlet Malls are mushrooming in the US? People love bargain prices. And who can deliver better than Dell. As for your reference to future revolution. I think it is wireless communication. Asia will come back probably in two or three years. They need communication badly. With countries like India and China, they are not going to build land base infra-structures, but easier to build cells for wireless communication. I feel that the winner will be CDMA (US invention and will be pushed by US government), and that is Qualcomm and also Lucent. Disclosure: I do not currently own any of those two stocks, nor am I going to in the very near future. Best Regards Paul

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