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Technology Stocks : Dell Technologies Inc.

DELL 125.67

+2.6%

1:51 PM EST

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To: Mohan Marette who wrote (97865)	2/12/1999 11:37:00 AM
From: The Phoenix	Read Replies (3) of 176387

Mohan,.. Yes, it's me.. ;) I'm back... Remember these string of posts..? Message 5811075 I also believe I said DELL had a couple of good quarter left. Could it be that DELL is now seeing increased competition? Hey...if not now it's just a matter of time. If they are growing market share and earning higher margins their competitors will have to emulate their model or better it, or die. Furthermore as I said before the barriers to entry in the market (sorry Michelle) although they do exist, are not insurmountable. Today's application companies have figured out how to deliver turn-key easy to use ERP systems making competing much easier. I suspect the glory days are over.... JMO... OG ducking for cover

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