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

To: Ian@SI who wrote (139068)	8/12/1999 9:14:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

Ian: Thanks for posting that great update from Barrons's... I really liked these quotes: <<"Among PC makers, the one we're most comfortable with is Dell," adds John Leo, co-manager of the Northern Technology Fund. "The company is maintaining its cost and business advantage. When it reports next week, they will be able to meet and maybe beat Street expectations . . . and [should show] solid unit gains." Perhaps that's why two firms recently raised their ratings on Dell: BancBoston Robertson Stephens to Long-Term Attractive from Market Performer, and SG Cowen to Strong Buy from Buy. Selling PCs is the easy part; making money in them is another story. "The margins are thin and the margins for error are small," says Schutte. And there's always the danger that the PC market will shift to "appliances" and trendy devices like Palm Pilots and cell phones. "But I've heard that for five years now, and every year [they have] a different name," says Schutte. One thing's pretty likely, though: Five years from now, Dell will remain a leader. That's not something you'd say with confidence about any of its competitors.>> IMO, this could be a VERY good quarter for DELL...there is not another hardware stock I would like to own right now..!! Best Regards, Scott