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

To: Chuzzlewit who wrote (43863)	5/20/1998 12:55:00 PM
From: jimleon	Read Replies (1) \| Respond to of 176387

Chuzz, dell only has 7 percent market share? What would stock price of dell be if it owned 20%? I thought the numbers looked solid. Jim

To: Chuzzlewit who wrote (43863)	5/20/1998 2:13:00 PM
From: Jim Patterson	Read Replies (2) \| Respond to of 176387

RE: the bear argument needs to take the form of one or more of the following: 1. The growth of the computer market will drop; 2. The general market will drop; 3. Dell will lose its competitive edge to another company to be named later (this is a variant of the "no barrier to entry" argument). You are confusing the bear argument for the STOCK vs the Company. The company could be growing @ 35% by the end of 1998, buy if that happens, the stock will be down 20-50% from today. DELL said it could maintain ASP's despite the move to lower PC pricing. well it did a fair job at best on that one. Jim