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

To: Mr. Miller who wrote (31009)	2/25/1998 12:01:00 AM
From: K. M. Strickler	Read Replies (1) \| Respond to of 176387

Mr. Miller, I have a GTW and have been extremely pleased with the machine and support! I have worked on the GTW and a friends DELL! I find that both boxes are extremely well built! I have a position in DELL and not in GTW. If you use the charting functions in SI and chart the 2 companies, you would see that DELL's performance has been stellar when compared to most other companies including GTW. I would like to see GTW survive, but they haven't captured the numbers that DELL has. Assuming that the product is essentially the same, than only the marketing is the difference! DELL has made some impressive moves and this is reflected in the stock price. I have to remember that at some time in the future, these high returns may not be able to be sustained, but I don't know when that might be. GTW has been able to survive so far, and there are some others that have disappeared! Only time will tell! Did this help? Regards, Ken

To: Mr. Miller who wrote (31009)	2/25/1998 12:07:00 AM
From: Fangorn	Read Replies (1) \| Respond to of 176387

Miller, GTW may well survive but I expect that in two or three years there will be 3 or 4 global computer makers with more then 50% (probably closer to 80% then 50%) of the market. GTW won't be one of them. As to valuation Yahoo gives GTW's PE as 61, DELL is 51, so why would you pick GTW over DELL?

To: Mr. Miller who wrote (31009)	2/25/1998 2:13:00 AM
From: Sig	Respond to of 176387

Mr Miller: If you are getting into GTW or Dell on a short term basis, then I have no useful saying, but if going long term then there is a difference which is in loyalty and knowledge of the stock/company. When those cold Asian winds sweep down over the pole and tank your prime investment, or Greenspan speaks( what would happen if he actually did something)???, and the whole market loooks sick you gotta be able to hold on. I have owned some solid stocks in the past, like HD or BAC, or NB, or INTC and as a result of owning them for years I would have confidence in those but they don't have the growth of Dell so am mainly in Dell. Dell is a rare company where one can 'know' the CEO, the stock performance, and the goals,and you may gain confidence in it just by reading posts here, even if you don't own it yet. I haven't really owned any GTW so can't say whether one can say the same thing about them..... Just a point to consider. Sig

To: Mr. Miller who wrote (31009)	2/25/1998 9:59:00 AM
From: T.R.	Read Replies (1) \| Respond to of 176387

Mr. Miller, I bought GTW once upon a time and was promptly "burned." I thought my timing was right, etc, etc. Luckily I owned (and still do) Dell at the time. I bailed out of GTW (licking my wounds) and vowed never to return. Since Dell has never disappointed and CPQ is cheaper than GTW why consider a "horse" that is not only NOT one of the favorites but in my opinion is "sideways" in the stall at the starting gate? Of course my "butt" is still hurting from my encounter from GTW so I may not be the best person to give an opinion..but I think the best chance for GTW to have even near the gains of Dell, or to a lessor extent CPQ, it would require a buyout (which has been rumored since last summer) and rumors are worth exactly what someone will pay for them. Good luck, T.R.