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

To: John Rowton who wrote (19067)	10/24/1997 8:21:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176388

John - "I am wondering why everyone is so bullish" In a word "growth". A 10billion dollar company growing at 50% per year... unbelieveable. There are always hints of problems, just check out IDC research on the future of PC growth and the NC. Competetive threats, falling prices ect, now foreign turmoil etc. These worries have always been with us. I think the growth side of the equation is still large especially for Dell who has a lot of market share opportunity upside. This stock is flying astronomically high so it's a tempting short for many investors. To be sure, Dell could get hammered at any time for any reason making a lot of shorts happy (would be the first time in a looong time). I for one have been and will continue to stay long on this stock until the story goes sour and even then I might hold on a little to long<g>. MEATHEAD

To: John Rowton who wrote (19067)	10/24/1997 8:42:00 PM
From: Sig	Read Replies (2) \| Respond to of 176388

John: <<<<<am wondering why everyone is so bullish on this stock? What would happen if there was even a hint of a problem?>>> Some items would be: 1. Top notch management, experienced winners in price wars 2. Continueing superb sales, improving market share, factories operating at capacity, two new ones planned. 3. No BS from company spokesmen, earnings estimates met or exceeded almost always. 14 consequetive growth quarters. 4. Stock buyback plan of 125,000,000 shares which enhances stockholder value. 5. Stock splits (95,96,97)to keep price within range of most investors. 6. Company sticks to what it does best, not competing in low margin markets( cheap computers), nor buying other companies with attendant problems of assimilation IMO there is also more recently a price base to Dell stock, which can hold up to big change in the market(Dow), but not the dismal tankings in last several days.But it normally 'hangs' very tough. If any negative news develops, it will be discussed here as soon as anywhere else Sig

To: John Rowton who wrote (19067)	10/25/1997 10:32:00 PM
From: dennis michael patterson	Read Replies (3) \| Respond to of 176388

On Fleckenstein: I am currently long Dell. But Fleckenstein makes an excellent point in his interview. On the bottom of the first column on p.33 he observes that a production manager at Digital said their customers want to see the biz side of things trimmed in the same ways as the consumer side. In short, computers that do less (but more than enough) for far less money. This claim is important for Dell because the entire argument for Dell is built on the claim that the business/server market is different. Well, unless it remains so, Dell could fall, and hard. Also, check out the fund listings in yesterday's IBD. It seems Dell is a "sell" at a lot of funds. Finally, with Intel breaking 80, nothing may be safe. Comments welcomed.