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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: rudedog who wrote (121989)	5/3/1999 11:27:00 PM
From: stockman_scott	Read Replies (1) of 176387

<<To say that investors should switch from CPQ to DELL at this point is to claim that DELL will more than double in the next year.>> Rudedog: Thanks for your opinions. I really believe that DELL will more than double in the next year. Most of the BIG money still misunderstands them. IMO, DELL will surprise a lot of folks with the success of their e-commerce efforts. They will also become a storage player sooner than many realize -- the market is too lucrative to ignore. DELL is a MASTER at using the virtual integration model and will use it successfully in many new markets. We could easily see DELL trade between $80 and $100 in the next year. They are generating the growth to support this. I would be shocked to see CPQ back up in the 40s anytime soon. Changing CPQ's direction is like trying to turn a supertanker around -- it isn't easy and it will take time. DELL is a moving target and will find a way to move into the higher end of the server and storage markets. TM just talked about this on the ML call. Listen to DELL during the upcoming CC and at the annual meeting. There is A LOT going on behind the scenes. I appreciate your opinions on this thread. Yet, I remain a DELLhead and feel quite confident that DELL will appreciate over 100% in the next next year. Best Regards, Scott

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