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

To: jim kelley who wrote (31498)	2/28/1998 6:38:00 PM
From: Fangorn	Read Replies (1) \| Respond to of 176387

Jim, It is sort of comforting to a have a couple bears writing long posts citing all the same reasons the bears have been using for years to support their claim that DELL must fall. I think they are trying to convince themselves that they are right. You and I and the other Dellheads don't need to talk ourselves into believing. We just watch and listen to Mikey. At 35 times next years earnings (assuming $4) this 50% grower is still cheap. VBG

To: jim kelley who wrote (31498)	3/1/1998 10:06:00 AM
From: Gabriel008	Read Replies (1) \| Respond to of 176387

Jim, if you thought last week was a hoot hang on to your 10 gallon hat because this week is going to be the thrill ride of the year. I believe our window of opportunity is still open even though we hit the $140 level on Friday. If we don't see significant profit taking Monday or Tuesday I believe $145 is possible at cob Tuesday. $150 is therefor possible by Thursday cob & $155 by Friday noon. Who knows I may even be low in my estimates! A little anecdote that enhances my continued confidence in DELL's business model & their management - I ordered a new DELL Dimension xps2 [333mhz] this week after researching the local market. Interesting to note that the 333mhz is not yet available at retail [at least in Montr‚al]. Also of interest, and not surprising, was the fact that DELL was significantly lower priced than everyone else in the 300, 266 & 233 models. I've never seen such a dramatic front line market advantage before and coming from a consumer products background this just supports my belief that DELL's market share growth will continue unabated until somebody else comes out with a superior business model.