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

To: Markus who wrote (20692)	11/5/1997 8:53:00 AM
From: Boplicity	Read Replies (1) \| Respond to of 176387

Markus, Of all the post I read this am yours is a typical bear post. It can be summed in one word, WEAK. You fail to mention servers, workstations, net sales, web pages design just for corporate accounts, expansion and assembly into other world markets, and consolidation in the PC market all of which have been accelerating. On the horizon, we have Wolfpack, and clustered systems. Greg

To: Markus who wrote (20692)	11/5/1997 10:52:00 AM
From: Meathead	Respond to of 176387

Markus - you really should'nt cut-n-paste Jim Jubak's column into your post leading people to believe these are your words. Bad protocol. What is your profession? I have a homework assignment for you if your willing to accept. Do some research and find out: For Q3 1997 on a worldwide basis, 1. How many PC's were sold in each market segment 2. What is the market share for the top five vendors 3. What percentage were indirect vs. direct 4. Compare to Q3 1996 and extract growth rates for itmes 1 thru 3. Then... 1. Within each market segment, break down the number of Desktops, Servers, Workstations and Portables that were sold. 2. Find the ASP for each system within each segment 3. Compare these numbers to Q3 1996 and evaluate trends. Post the results for us all. MEATHEAD

To: Markus who wrote (20692)	11/5/1997 6:18:00 PM
From: Brian Hutcheson	Respond to of 176387

Markus , re, Dell is going down... I heard an analyst on CNBC give the same analysis as your post , What he and others do not mention is very important . The 60% sales increase is year to year (comparing Q2 '96 with Q2 '97), however the stock price increase from year to year was approx $20 to over $100 or 400% increase . I believe that increase in stock price easily priced in the next 2-3 yrs growth . In a down market this should be one of the stocks with the largest downside potential . Brian