Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Lucretius who wrote (141403)	9/3/1999 11:06:00 AM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

so as to not give LT the last word. Dell is a buy at these levels relative to the peg ratio. compared to gateway and sunnyway (sunw), Dell's peg is 1/2 their's. Dell's growth is obviously higher than both. most PC growth for the next millenium will occur outside the borders of the US and it clearly appears Dell has established a manufacturing presence in every major market worldwide; europe, latin america and asia. any month IBM could announce a more meaningful relationship with Dell relative to its PC business. that Dell/IBM rumor of PC marriage was no fluke a while back. they were talking. addtl growth from Dell will come from peripherals and pc will metamorphis into more than a box on the desk. Dell's management team appears well able to address the coming changes and be on the winning edge, whatever they are. the downside to IBM giving up the manufacture and resale of their PC business (while possibly still keep their name on the box) is relatively minimal. IBM gains 'just in time', increases service agreements, gets first handle on selling new products into the Dell channel as Dell continues to grow, gets first rate marketing presence.