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

To: TREND1 who wrote (158328)	7/4/2000 4:41:49 PM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176388

Larry Dudash re: How does DELL stand up to these chip stocks? I remember back in 1997 when AMAT dropped to half of its price and stayed that way for at least 12 months. These are cyclic stocks and for that reason unless you have 20 / 20 hindsight, the comparison is useless. I expect Dell to increase 50% in the next six months from current levels. I am sure there will be a lot of stocks that will beat that. I put my money where I have convinced myself that I have a long term understanding of where it is going. I distrust heavily cyclic stocks. Good Luck on your chips, Mike

To: TREND1 who wrote (158328)	7/5/2000 2:07:42 PM
From: D.J.Smyth	Respond to of 176388

Larry, it doesn't stand up to them. Dell is not a "chip stock". Chips are like sex, the market's either horny or it's not when chips are hot. The market has been getting hot and heavy and petting with chips in the back seat while companies like Dell have continued to do the driving. Without companies like Dell there ain't no chips to squeeze. Dell's revenue has climbed 70% in the past 15 months, yet it's price has ulitmately declined from $55 per share. Nevertheless, the demand for PCs is radically changing; it's both increasing and being renewed - old products being replaced by newer models. When the fun is over, Dell remains. Thus far the weaknesss has been in the growth rate, not the growth. Compare Dell's 33% growth, and numbers, against any of the chip stocks whose stocks have doubled.