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

To: NickSE who wrote (43600)	5/19/1998 9:19:00 PM
From: AlanH	Read Replies (1) \| Respond to of 176387

Let's face it... DELL will not crash tomorrow; neither will it soar. Deep down the fundamentalists know that DELL is not impervious to: Competitive pressure, Global economics, Exchange rates, Supply problems. AND, DELL cannot continue its growth rate with or without JIT/BTO mfg and a purely direct channel. Deep down the financial folks know that EPS isn't necessarily related to a company's core business. The business of selling stock has become far more important than understanding how business affects the bottom-line. [Sure, I know, "Operating margins are fine, inventory and sales costs have never been better."] There's too much vested interest in DELL to preclude an acquittal. The Pied Piper will appear on CNBC, confidently proclaiming that life on Mars is just fine. And, shareholders and analysts alike will agree, because that's what they're paid to do. Enjoy the ride.