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

To: jbn3 who wrote (26348)	12/26/1997 12:51:00 AM
From: james gheith	Read Replies (1) \| Respond to of 176388

Merry Christmas to everyone !!! I read this thread eveyday and made good money on dell but i dont post. I was trying to find the link with that 16 page report you guys where talking about. Everyone seemed to enjoy it. Can anyone give the link? thanks. DELL is going up next week Just hold and accumulate. Sorry bears. Lots of money on the inflow side for mutual funds. I wonder where they will be putting it. DELL at 77.50 HUM not to hard to figure that one out. Happy investing

To: jbn3 who wrote (26348)	12/26/1997 10:34:00 AM
From: kemble s. matter	Respond to of 176388

JBN3, Hi!!!! <<<<<<Should be a very good quarter....>>>>>>> Merry Christmas Bachman......and an even better start to the New Year....the guys putting the big bucks up...know what your sister just heard from Dell.....soon the game will be over....back to making $$ without shorting.... Was it 5400 new employees this year??? Is that correct?? And they are working how many hours??? Best, Kemble

To: jbn3 who wrote (26348)	12/26/1997 1:14:00 PM
From: jbn3	Read Replies (4) \| Respond to of 176388

Gee folks, sorry I forgot to give that the bearish translation ... Should have been " Just talked to my sister in L.A. She is buying her husband one of those top of the line zero margin Pentium IIs for Christmas. She ordered it about 7-10 days (15th-18th) and they cannot deliver until about the 9th of January. The salesperson said that he is working 12-hour shifts. It seems obvious that DELL must have been forced to let go much of its sales staff in order to trim expenses to compete with CPQ, IBM and GTW. Also their timeliness must be suffering because of delays incurred in Christmas mail and parcel post delivery, or due to a breakdown or power outage in their assembly lines, so perhaps their sales model is falling apart. In addition, the extra hours worked are going to seriously impact on their quality of assembly and production. This is actually very good, since we know that everyone who wants or can use a computer has his/her closet full of them, and the long-predicted slowdown in PC sales will coincide nicely with DELL's personnel cutback. The result will be that when DELL finishes its new building programs, they will have one employee per building producing one machine each per day, and the stock price will reflect an appropriate PE of 1." ps. NOT 3