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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

3:59 PM EST

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To: arthur pritchard who wrote (117666)	4/15/1999 6:00:00 AM
From: stockman_scott	Read Replies (1) of 176387

<< I also believe that dell eats major change for lunch. But the market's pricing sucks. Dell's relative efficiencies are not being valued at all appropriately. Everything is relative; dell is clearly not being priced well relative to the inuts.>> I couldn't agree more....Yet, I am HOLDING the rest of my DELL shares....I see better days ahead out on the horizon. I think MSD and his team KNOW how important this quarters' performance will be -- they are focussed like a laser beam on execution. I talked to the CIO of the media firm that I used to work for and he said they are just rolling out a complete standardization on DELL -- in the future all new desktop PCs, laptops etc.. will be DELLs (instead of IBM) and new servers will bought from DELL (instead of CPQ) whenever possible. He said it all came down to cost, quality and service and no other firm could match DELL's proposal. This $1 Billion company only has 2800 employees. Yet, we are starting to see a MAJOR trend in Corporate decision making. Vendors are being held accountable and DELL is coming out ahead. Total cost of ownership counts. DELL will RISE again <GG>!!! You can count on it... Best Regards, Scott

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