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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 3:59 PM EST

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To: yard_man who wrote (111893)	3/25/1999 9:54:00 AM
From: D. Swiss	Read Replies (2) of 176387

Tippet, it has nothing to do with any cult bullsh*t. It has to do with investing long term in a company with a superior business model with a management team that has (and will) consistently outperformed the rest of the industry in good times and bad. One small example of that was in the first two quarters on 1998, Dell made more than CPQ, IBM GTW and HWP combined in a price war environment. In the future, they will outperform the industry by having the lowest cost structure with the best asset management in the industry. They will also continue to leverage the internet to continue to lower the cost of providing superior products at the lowest cost and best customer experience. :o) Drew

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