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Technology Stocks : Dell Technologies Inc.

DELL 125.20

+2.2%

1:04 PM EST

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To: freeus who wrote (110711)	3/22/1999 1:57:00 PM
From: PAL	Read Replies (2) of 176387

Freeus: you have become one savvy investor. i don't know how far the market will take aol to, but right now ws is just in love with aol. that was the case with dell, and we do hope (the word is not "expect" anymore) that ws will fall in love with dell again. i can do spread sheet analysis on dell financial statements, but to tell you the truth, that is historical data. the market if forward looking, and right now dell is like general custer, getting attacked from all sides: you have to enter the three digit market, but when dell is selling that 999 computer, they say: margin under pressure. you cannot have it both ways. therefore my concern is what is dell doing to defend its stock? so far mum, and that is my concern. good call on aol, i have some myself to cushion the blow. paul

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