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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: jim kelley who wrote (128939)	5/26/1999 2:34:00 PM
From: larry	Read Replies (2) of 176387

Jim, I beg to differ. I thinnk that DELL's management is near perfect as well as its business models. However, the fact is that DELL is fastly becoming a company that's selling a commodity. MD is not the person to blame. DELL can sell books, videos and other stuffs via the net. But it cannot compete with AMZN. DELL cannot afford to take a big loss by selling these issues at a huge discount (like AMZN) without seriously hurting its bottomline growth. This is a catch 22 situation. All DELL can do is to execute perfectly and grab more market shares from its competitors. I vastly underestimated the Street expectation on DELL. I am happy with a 35% growth yearly, but somehow, the Street has priced DELL to such perfection that a 30-40% growth is regarded unacceptable.:( I am also not that enthusiastic about DELL's prospects in China as mostly everyone on this board. Like I pointed out 6 months ago, the Chinese are very very smart and all of them are shrewd businessman. They won't pay you a penny more just because you are DELL. There are so many sub-$300 PCs in the Chinese market... larry

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