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


To: Chuzzlewit who wrote (41824)5/13/1998 2:00:00 PM
From: MichaelW  Read Replies (2) | Respond to of 176387
 
Seems we're in a holding pattern at around $98. You guys that have tracked the stock for a while, what do you think, is $100 near?



To: Chuzzlewit who wrote (41824)5/13/1998 2:42:00 PM
From: J P Cross  Read Replies (2) | Respond to of 176387
 
Chuz, After much research on DELL and following this thread for
the past 1.5 years or so I finally decided to buy DELL. I've told
so many people about DELL but just recently came on board as a shareholder of DELL other than through my technology based mutual funds.

My conclusion was based on many articles read. Right now I don't
recall which article talked about HPs foreign strength and the fact that it has been better than DELLs BUT recently DELL has won some
very big orders from what use to be HP clients. It was a big banking
conglomerate as I remember. The article led me to conclude that DELL
was progressing in a market that has been dominated by HP. This to me means taking market share from HP. Of course the total number will
settle the score. I might be straddling the assumption line but it's
hard to argue with DELLs success and progress on many levels.

IMO, DELL will grow its market share faster than HP and some of that share growth will come from HP.

If I can find that article along with a few others from which I have
drawn my conclusion I will post them.

JCross

PS When I visited my mortgage broker a few weeks ago he had a DELL on his desk and said he switched from HPs as he adds more computers. He was very happy with the DELL.