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Technology Stocks : Dell Technologies Inc.

DELL 145.40

-2.5%

1:33 PM EST

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To: PAL who wrote (107936)	3/7/1999 4:46:00 PM
From: stockman_scott	Read Replies (2) of 176387

Paul: The Editor of The Undervalued Stock Ideas Newsletter (http://www.usistocks.com) might be able to teach your friend Mr. Niles how to realistically evaluate the potential for DELL and Compaq. I just discovered the following review from an SI content article called "Which Technology Companies Will Win?"..... <<Dell vs Compaq: 3/5/99 .......... By: Randall Williams Guria Dell's incredible money machine is still in its infancy and Compaq is still playing catch up. Dell Computer does $14 million a day in business over the internet and its build to order model is working throughout the world. Dell turns its inventory much quicker than its rivals and is growing three times faster than Compaq. Although Dell's revenues slowed in its most recent quarter the overall demand and strength of the personal computer market remains in tact. The estimated worldwide market for PCs stands at one billion units and since its inception, the industry has sold an estimated 350 million PCs. Dell will continue to take market share and is the rival of all its peers. Compaq continues to digest its recent acquisition of Digital Equipment and competes in the highly competitive market for home PCs where margins are razor thin. Edge (goes to) Dell. >> Hmmmm.....a few of the analysts and business writers are right on target.....It is nice when they seem to be honest, accurate, and unbiased. Regards, Scott

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