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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: OLDTRADER who wrote (113975)	4/2/1999 1:09:00 PM
From: Chuzzlewit	Read Replies (2) of 176387

What frosts me about these things is that so many analysts seem to be oblivious to the inescapable observation that Dell is superior in every operational and managerial parameter to the others. Valuation is a difficult problem, and relies on so many unknowns, but that is exactly the basis of all of most of these ratings. But even here I think they misjudge the longer term. I think it is inevitable that Dell will continue to swallow large bites of market share because it can earn profits in a difficult environment. Dell will prove that in addition to all of its other virtues, it is a mudder (in racetrack parlance). That implies consolidation, because no company will want to stay in this market when it doesn't know how to make money. Look at CPQ, HWP, IBM. They are all suffering to one degree or another. But Dell keeps making a profit. TTFN, CTC

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