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

To: Lee who wrote (38352)	4/19/1998 4:56:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Good afternoon Lee. Didn't we see some of those VAR and channel articles back in November or December with roughly the same kinds of messages? I don't trust them because even if they are true they are reporting on a very small proportion of the market. Our difficulty is that we are dealing with only partial knowledge. We guess what the future will bring based on a piece of information here and a hint there. We will always be groping in the dark to find the true picture. I am reminded of the three blindfolded people asked to describe an elephant. As investors, we will always be dealing with uncertainty. But to my mind, the most compelling bullish evidence is worldwide plant expansion. Why would Dell expand if it didn't believe the demand was materializing for more units than its current capacity could generate. TTFN, CTC