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

To: Sig who wrote (173927)	2/18/2004 9:47:19 AM
From: GVTucker	Read Replies (1) \| Respond to of 176387

Au contraire, Sig, Dell has made mistakes before, and will make them again. Sometimes the mistakes are Dell's own doing, such as the currency trading debacle, other times they're out of Dell's control, such as the Taiwan quake. The key is to assess the risks if such a mistake occurs. When the stock was $20 and below, the risk was low. Even if there were a slip up, the downside risk was modest. At $34+, though, the downside risk is much more significant.

To: Sig who wrote (173927)	2/18/2004 10:05:58 AM
From: TigerPaw	Read Replies (1) \| Respond to of 176387

comparable growth stocks I think that Dell's new emphasis on selling items that they don't manufacture is making them less a growth stock, and more a competitor of BestBuy or Fryes. The build direct and customize computer segment is still the core of the business, but that model gets diluted by printers and ink where Dell has no inherent cost advantage. I was talking to a supplier of conveyer lines which used to put all the automated materials handling into the Dell factories. They have switched from highly programmable and flexible models to much more rigid (but cheaper system). I interpret this to mean they are offering less customization than before. That makes them harder to distinguish from HpaQ. TP