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

To: K. M. Strickler who wrote (42871)	5/18/1998 10:57:00 AM
From: Walt Corey	Respond to of 176387

Ken, "all of the BEARs will be correct". That may not be true either. If others can replicate Dell's model, that won't necessarily mean the demise of Dell, just perhaps slower growth, but growth, nonetheless. Is 10% - 20% q over q a bear market? Me thinks not. Wasn't it you the other day pointing out the 30+% penalty one pays by exiting a Dell long position. There would have to be a pretty pervasive reason to take that hit. For me, moderate growth isn't a reason to pay the feds 10+% more of my profits than I need to. Walt