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

To: fiberman who wrote (153438)	2/10/2000 3:41:00 AM
From: Mani1	Respond to of 176388

fiberman Re <<So you based your decision on "Kiri Kiri" concept?>> OK, I bite, what is "kiri kiri" concept? I have followed Dell closely for two years now. I disagree with folks still saying how by far superior Dell's model is considering the supply chain issues that the industry has. Dell is a great company but it is also very expensive, I guess you get what you pay for in this case. I am a bit disappointed with how stubborn they have been though, for example staying with Intel only (yes I am an AMD shareholder) and not bidding for the Ford business. Having said that I can not see any further bad news. Revenue growth has been fine and margins should stop falling. I think DELL should move higher as people who have been on the sideline jump back in and shorts start to cover. DELL has gone through a lot of distribution lately so it will take some time for it to move higher. Mani