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

To: dwdkc who wrote (160147)	8/29/2000 4:04:50 PM
From: hdl	Respond to of 176387

so, you explicitly state dell is not the next dell-and it obviously hasn't been for the last year and a half-altho many on this board said, "dell is the next dell"

To: dwdkc who wrote (160147)	8/29/2000 4:06:34 PM
From: hdl	Read Replies (1) \| Respond to of 176387

so, you explicitly state dell is not the next dell-and it obviously hasn't been for the last year and a half-altho many on this board during the last year and a half said, "dell is the next dell"

To: dwdkc who wrote (160147)	8/29/2000 6:52:08 PM
From: rudedog	Respond to of 176387

dwdkc - re: "Investable question-- so what? How big is the market that Dell can attack with great success--everything a little below SUNW's technology level. Rude is still a big investor so I know he's considered it." You caught my point exactly. Why would DELL invest in an difficult battle in the high end Unix space when there are huge untapped markets which do not require that investment? DELL may claim to be attacking SUNW - but what they are really going after is new markets which SUNW MIGHT also go after, not SUNW's current sweet spot. In that light, MSD's comments about "going after SUN" are PR, but PR with a purpose - to convince an e-business customer who is not yet locked into any architecture to go with DELL, after all, they are competing with SUN, they must be in the same league. DELL's model will work just fine for the businesses they are in, and can extend to similar markets they have not yet penetrated. I am very skeptical, however, about claims for DELL in markets where that model is not appropriate or gives little advantage, or where the market would force a change in the model. I do in fact think DELL will continue to be a good investment going forward, and have been buying LEAPS and selling near term calls - I just have to play the calls right if the stock starts to run up. Thanks for (as always) helping to keep a balanced perspective on this stock.