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

To: Chuzzlewit who wrote (38097)	4/17/1998 2:54:00 PM
From: SecularBull	Read Replies (2) \| Respond to of 176387

His argument will be that management is out-of-touch. This is the same management that has brought us to where we are. My money's on MSD and Mort. LoD >>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<<