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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Jeffrey Chan who wrote (18)	3/9/1998 7:44:00 PM
From: jjs_ynot	Respond to of 2578

It is ceratinly good to see DELL working to maintain their growth path. WALMART certainly pushed growth long beyond the expectation of many folks. However, the country eventually became overstored with COSTCO, BJs, etc. How succesful DELL will be in selling to "Businesses, education, and government " over the INTERNET remains to be seen. These orgainzations typically have purchasing regulations and procedures that may preclude direct purchase over the INTERNET. Near triple digit growth rates are hard to maintain as you become the big player in the market, unless the market is growing at that rate (a la AOL) Look at: Oxford Health Plans Bay Networks Qualcomm

To: Jeffrey Chan who wrote (18)	3/9/1998 8:00:00 PM
From: jjs_ynot	Read Replies (1) \| Respond to of 2578

Jeffrey, Some additional thoughts; DELL has really been balancing a lot of their growth on the backs of cheap labor in SOUTHEAST ASIA. Sooner or later, that will come to an end and the tables may turn. Just in time may become more expensive as opposed to the current situation where components just keep getting cheaper, much based on currency destruction in KOREA, INDONESIA, etc. Also, the stock seemed to get overvalued even if growth can be maintained in the pre-split euphoria. Dave