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

To: rudedog who wrote (154683)	3/7/2000 10:11:00 AM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

rude, for someone who is long Dell, you certainly don't come across as being all that excited about it. my personal thinking is that Dell is not overpriced in this market, it is that CPQ is way undervalued. investors continue to compare Dell with CPQ; although comparisons are valid since both sell PCs, some of the differences are that Dell is still young blood; brand new manufacturing equipment, non-entrenched engineering and research departments, bold plans (open to new ideas). the move to China and Latin America was a brave gamble which appears to be paying off. the shift in market "growth" (not speaking of actual sales) is beginning to shift away from capital intensive regions toward population centric regions. population centric regions would include South America, India and Asia. look it up, it is very fascinating to see this happen. apparently the "new" capital is "people". those with intensive population statistics are witnessing intensive growth (there are some stark contrasts, obviously)