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

To: J. D. Main who wrote (157427)	5/28/2000 8:29:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

JD - from that article - "By almost all stock market measures - Dell's stock is trading at expensive values. Any hiccup in earnings, revenues or disaster that impact the technology industry will certainly apply to Dell. Although we expect Dell to experience additional negative volatility, we believe that prudent investors should continue to hold the stock. Large concentrated positions should obviously be pared down. " Which has been my position for a while. I also think an IBM / DELL outsourcing deal would be good for IBM and a disaster for DELL, and that's why it has not happened - DELL is too smart to get suckered.