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

To: Lucretius who wrote (38087)	4/16/1998 9:05:00 AM
From: Patrick E.McDaniel	Read Replies (1) \| Respond to of 176387

LT, who is the market? Pat

To: Lucretius who wrote (38087)	4/16/1998 10:22:00 AM
From: Venkie	Read Replies (1) \| Respond to of 176387

Market telling US otherwise.. Speak for yourself...I see the Nasdaq at 2200....Dow 10,000 You may hear the market talking to you but not us..The Bulls out number the bears on where the market is going so ..i hope that little voice you doesn't keep you from enjoying this great bull market..BTW..The market goes up and down..Ever noticed when it goes down then shortly after it goes back up...hmmmmmm

To: Lucretius who wrote (38087)	4/16/1998 10:32:00 AM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Lucretius, here we sit reading the signs. My perspective is generally three to five years, and here's what I see: every major computer manufacturer with the exception of AAPL is adapting Dell's system to their needs. Secondly, there is an explosion of new computer users out there. Maybe a previous poster (I think it was INTCfan -- sorry if I got this wrong) hit the nail on the head with his analysis of the inexpensive PC in that it was created to generate vigorous future demand for product. Balanced against that you have cited what you believe to be a decrease in orders from some local suppliers. For the sake of argument, even if it represents a trend pointing to a slowdown in business, the question I ask is: does this portend a long-term problem for Dell? If it does, I don't see the connection. For example, why would Dell be building new plants if they think they have a long-term problem? As to your remarks concerning the behavior of the market I can only say that the market is like a popular opinion poll -- reflecting common knowledge, perceptions, and misperceptions and wild rumors. If you believed in the wisdom and portential implications of the market you would not be invested in oil service stocks. TTFN, CTC

To: Lucretius who wrote (38087)	4/16/1998 11:35:00 AM
From: K. M. Strickler	Read Replies (3) \| Respond to of 176387

LT, Just curious as to what you see the problems for DELL might be? Is the facility being built in Ireland to serve the European market in a 4 day cycle not a good idea when compared to the 'channel' method? How about building the China facility in an area where supplying a government that represents(?) 1.3 BILLION people is a bad idea, but does anyone really know until it is tried? If DELL is correct with his evaluation, as he has been in the past, he will be years ahead of the other manufacturers! JMHO, regards, Ken