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

To: Mohan Marette who wrote (33920)	3/11/1998 4:46:00 PM
From: Jorge	Respond to of 176387

Mohan...Thanks for the re-post...I printed it for a reminder....If DELL meets or beats estimates in May we may see 90's.......George

To: Mohan Marette who wrote (33920)	3/11/1998 5:00:00 PM
From: Mike Araujo	Read Replies (2) \| Respond to of 176387

To put your faith in brokerage reports is dangerous to say the least. I speak from painful experience, having bought Shiva in a pullback to 34 about a year ago. At the time there were no less than 9 brokerages recommending the stock - all for seemingly well thought out reasons. For those of you who do not follow the networkers, the Company's fundamentals were not anywhere close to the published reports and the stock crashed due to "inventory building up in the channel". Granted that Dell doesn't sell through the Channel, however, pricing and demand pressures being felt by other top notch competitors - HP/CPQ/IBM all of whom make quality products despite what might be noted on this thread - is a very dangerous near-term signal. I am looking for a significant pull back in order to buy.

To: Mohan Marette who wrote (33920)	3/11/1998 5:43:00 PM
From: Ramsey Su	Read Replies (1) \| Respond to of 176387

Mohan, this may be difficult but imagine for a moment that you don't own any DELL and a friend gave you that Lehman report, asking you for an opinion. Being the nice guy you are, you did you due diligence and what conclusion would you draw? Frankly, that Lehman rpt is about as bearish as can be, if you read what they are actually saying. Everything that is positive about the industry and the company has already been taken into consideration. At the current price, where can DELL go? Take a look at the chart. When the mo is gone, it is a free fall from here. Ramsey