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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: George Wave who wrote (135015)6/29/1999 5:59:00 PM
From: Frank Ellis Morris  Read Replies (2) | Respond to of 176387
 
>>
1) Dell stands a very good chance of moving to the #1 position as a global supplier
within 1,2 or 3 years. It leapfrogged IBM to become the #2 global supplier with last
quarter's report
2) It has an outstanding business model that others companies are emulating.
They're attempting to catch up to Dell's internet business
3) They make good products
4} They have some of the best service
5) Doesn't a $19b/yr company with a 40% growth rate sound rather reasonably
priced at $37/share<<

George: great summary and the stock of Dell should be getting much better respect. Remember a time when Hewlett-Packard and IBM were in the doldrums too. I can't complain about Michael hybernating. He has certainly stepped up to the plate but no body is hitting. Hopefully the earnings report will be better then expected.

Best Regards
Frank