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

To: Walt Corey who wrote (40000)	5/2/1998 12:21:00 PM
From: Ibexx	Read Replies (1) \| Respond to of 176388

Walt, If you happened to check out other high tech (the generals) threads, you would know that I have been a staunch believer/supporter of stocks you mentioned. Dell, however, is slightly different from MSFT, INTC, CSCO, LU (I have very large positions of all 4) and the likes. For DELL does not have anything that could be called a "near monopoly" or "proprietary technologies"; nor is its long term strategy clear to the investment community (unlike CPQ which may be beaten down right now). Thus my assessment of DELL remains an intermediate BUY. Regards, Ibexx PS: I am only trying to clarify my own opinions at the request of others; I have no interst or desire to convince other folks one way or the other.