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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

Nov 24 3:59 PM EST

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To: Walcalla who wrote (129863)	5/30/1999 1:04:00 PM
From: Chuzzlewit	Read Replies (2) of 176387

Walcalla, I agree. I think the signs are unmistakable. Dell has amassed a huge cash position ($4 BB), and has broken with its past practice of aggressively repurchasing shares. Why? I believe the answer is in acquisitions, but acquisitions allowing Dell to extend its current business model into new areas, or areas which offer significant synergies with the current business. If this happens the shares will probably take an initial hit -- remember, Wall Street is chronically myopic. But as the advantages of the acquisition(s) become apparent the share price will once again march higher at an accelerating pace. That, for example, has been the pattern of TYC of many years (TYC has been a very long-term hold for me). TTFN, CTC

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