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

To: A.L. Reagan who wrote (164322)	3/7/2001 2:43:43 PM
From: t2	Respond to of 176387

I believe Dell had been overly cautious in their latest guidance at the last earnings report. Inventory down to 5 days can only mean that they will gain market share. Component price declines will always help a company with low inventories. Remember Dell used to benefit from component costs going down in the late 1990s. I believe we will see a similiar thing happening in the coming months reflected in Dell's earnings. The Microsoft product launches this year will also help...Office and Windows. Server sales are certainly going to help as well. IMHO, the best boxmaker stock to own...and not only that, it is probably the best stock related to PCs (better than Intel for example). Maybe one of the better risk versus reward stocks in the tech space.