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

To: hpeace who wrote (26636)	1/1/1998 4:20:00 PM
From: Jim Patterson	Respond to of 176387

Steve said "Stk price is dif than technology and what CIO's and VP's of MIS are doing world wide" This is a very correct. Lets add to this. If investors think that a world event is important even though it is not, the market will show how important the investors think it is. I, as an investor, think all of the things I have talked about: AP crisis, INTC driving P II pricing into the sub zero, companies desire to deploy low cost machines that dell does not sell, general PC market saturation, poor demand for highpowered database software, A personal assualt on DELL by CPQ, relative slowing in servers as % of sales, Slowing in Q/Q and Y/Y earnings momentum, High relative valuation of the stock, are important to the stock price. I have no doubt that DELL will follow thieir business plan. nor do I expect then to rollover and die at the first sign of advirsity. What I expect is a lot of selling of dell stock in the near future because of all of the above concerns. Weather they have an impact on the technology, I don't care. Jim