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

To: stock bull who wrote (169901)	6/20/2002 10:49:46 AM
From: mepci	Read Replies (1) \| Respond to of 176387

SB: I don't follow LU or EMC. I have several other stocks in the list before I can touch them. EMC strikes me more like Novell. They wasted their power when they have it. Storage business like rest of the computer business is drastically changing in my time spectrum of 2003-2005. I don't feel comfortable with LU as a company either. Dell is still my strongest company. Software, enterprise services is where my bets are. I picked up WMB as an entry into energy market. Even though I am a trader, I don't like inconsistant players. There are several other criteria which are personally important for me.

To: stock bull who wrote (169901)	6/20/2002 11:35:42 AM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Larry, Hi!! The broad strokes that some analysts and the current market maybe painting are deceiving...Take the current warnings by Apple and AMD... Is it just possible that this is the scenario: As we know Apple sells quite a few computers to schools and into the education market... This is the busiest season for schools and students right now... While budgets might be cut, I just think the shine is not on the Apple...Apple has been losing share to DELL for years...For all we know Apple is losing more than ever to the DELL model... As for AMD, maybe some of this warning is related to Apple and maybe some to the telecom sector... Same old same old...Include DELL with em all...DELL is still kicking the snot out of all of them...Then following a slow and tortuous period of time DELL chokes em off...When was the last warning when some analyst came out and even mildly suggested that DELL was the problem? Best, Kemble