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

To: Mr. Aloha who wrote (43730)	5/20/1998 1:51:00 AM
From: Eddie Kim	Respond to of 176387

>>How much stock did DELL repurchase in the last Quarter? 10 million i believe

To: Mr. Aloha who wrote (43730)	5/20/1998 6:56:00 AM
From: Robert Scott Diver	Read Replies (1) \| Respond to of 176387

Mr. Aloha, Re. "I don't believe ANY PC manufacturer will grow at 40% for the next few years. It's never happened and it never will over a long-term basis." Compaq did in the past. Re. "How much stock did DELL repurchase in the last Quarter? How much of an impact did this and portfolio performance have?" I hear similar arguments on the IBM thread. As long as the buybacks are going to continue and have a positive influence on the value of my shares, I have to view buybacks as positive. Mr. Scott

To: Mr. Aloha who wrote (43730)	5/20/1998 3:58:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 176387

bryan-- i look at buybacks from the perspective of a shareholder who wants the company to put money to good use instead of piling it up. if it has to be returned to shareholders, a buyback is a pretty good way to do it. what i am looking at are the ops numbers, which for me are extremely positive given the competitive environment in the industry. HWP whines, while DELL does. the only thing that worries me about DELL is the lack of consumer products in the sub-1k price range. yes, it is lower margin, but it is a space where DELL needs to be. i guess thats why i will probably hold my CPQ longer than DELL. good luck to all, trey