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

To: jack marshall who wrote (42140)	5/14/1998 6:09:00 PM
From: Venkie	Read Replies (2) \| Respond to of 176387

Where did all the bears come from..No table scraps here

To: jack marshall who wrote (42140)	5/14/1998 6:26:00 PM
From: Fangorn	Read Replies (5) \| Respond to of 176387

Jack, re > How can anyone out there justify the P/E? < Maybe a 50% growth rate has something to do with it? Or is it the busines model that lets Dell make a profit while CPQ, HWP etc have to slash prices and give away monitors to move excess inventory? But no, it's just a Michael Dell cult type of thing. He smiles and we just have to BUY MORE DELL!!!! (gggggg)

To: jack marshall who wrote (42140)	5/15/1998 12:12:00 AM
From: jbn3	Respond to of 176387

Jack and Mike, From the coincidence of your appearance and your comment about "just another commodity", it would seem that you are both new to the thread and unaware that these questions have been asked and answered to our satifaction numerous times. Is it possible that you subscibe to the same newsletter/pundit. Is it permissible to ask who that might be? Regards, 3.

To: jack marshall who wrote (42140)	5/15/1998 12:35:00 AM
From: Jack T. Pearson	Respond to of 176387

Look at the earnings growth, sales growth, ROI, ROA, etc. for Dell vs any other PC maker. Look at the cost advantage the direct sales, BTO model provides. Look at the way Dell executes with respect to its competition. Commodity? Nice theory. In theory, theory and practice are the same. In practice, they aren't. Message 4465402