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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: JRI who wrote (117350)	4/14/1999 10:52:00 AM
From: stockman_scott	Read Replies (1) of 176387

Why is DELL trading below $40 when they have the business model to thrive in this new environment?? The Fund Managers still don't get it <GG>....they have been buying net bank stocks with no earnings......IMHO, DELL will prove that they are the online e-commerce powerhouse that is a true cash cow -- with BIG margins. Oh well, I'll be patient...there is always something running....good thing I still have some XNET (the Chinese ISP / Portal play)....its been a nice 500% run up for me in the last few months -- and I think the fun has just begun. Its valuation is still lower than a MSPG or a YHOO or a AOL -- of course they are market leading franchises. Yet, I thought I heard somewhere that China will be a BIG internet market going forward.....Hmmmm, first someone has to sell them A LOT of PCs, servers, and storage products -- I'll bet on DELL to come out ahead in that area. Best Regards, Scott

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