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

To: OLDTRADER who wrote (165146)	5/7/2001 4:50:58 PM
From: t2	Read Replies (1) \| Respond to of 176387

There was some doubt among investors on Dell's strategy of aggressive cost cutting. That is what I wondering about a few days ago. Why would Dell be shooting itself in the foot as so many analysts were hinting at? Apparently, that was not the plan...surprise! <g> They are just kicking butt! Smart management that knows what to do in a tough environment. That strategy and execution should be worth a premium (in terms of stock price). I like this comment below: Dell is refining its cost structure to profitably gain share in a challenging marketplace and best position itself for eventual economic and industry improvement. biz.yahoo.com Everyone is talking about an economic recovery but I don't see any comments on what that means for the PC makers. I would think that it is very positive, especially for Dell, which is again making itself more efficient in tough times. Now we can probably see a ramp up in the stock into earnings. It had stayed quiet for a while as the rest of the Naz was headed up.....it is now time to catch up! If there is some hint of recovery in the economy, Dell has a long way to go (higher). Many new products being launched by Microsoft is going to help increase demand. I don't believe the market has factored that into Dell's price yet.