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

To: Mr. Aloha who wrote (44158)	5/21/1998 5:25:00 PM
From: Patrick E.McDaniel	Read Replies (2) \| Respond to of 176387

Aloha Aloha, over simplifying a situation may help your point of view but not get at the truth. 1. Compaq has a stuffed channel 2. HWP has a stuffed channel 3. Intel reports chips sales slowing (due to CPQ,HWP clearing inventory) 4. Dell has a very good quarter Yes I see it! Dell is rocking and gaining market share. :o)

To: Mr. Aloha who wrote (44158)	5/21/1998 5:42:00 PM
From: craig crawford	Read Replies (1) \| Respond to of 176387

Come on Aloha, do you think if DELL saw a slowdown they would be hiring new employees left and right? Engaging in bullish options strategies? BUY DELL

To: Mr. Aloha who wrote (44158)	5/21/1998 6:27:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

If INTEL says they see slowing in some markets and DELL says they see.. growth and their business is eutopia [sic] etc.. doesn't something seem a little wrong?? No, nothing is wrong. Perhaps you haven't figured out that Intel lost some market at the lower end to AMD and Cyrix. Those chips go into machines sold by IBM and CPQ. Those low priced chips put downward price pressure on Intel's higher-priced offerings. TTFN, CTC

To: Mr. Aloha who wrote (44158)	5/22/1998 12:38:00 AM
From: Jack T. Pearson	Respond to of 176387

If INTEL says they see slowing in some markets and DELL says they see...growth and their business is eutopia etc.. doesn't something seem a little wrong?? Compaq, IBM, and HPW all missed estimates in their PC earnings. Dell surpassed estimates. Dell is doing fine and Mr. Aloha doesn't either.. See it yet? Want to believe it? Doesn't want to say it? Dell often pulls back after earnings or a split. Many expect it and add fuel to the fire by taking profits and buying in after a 10% to 20% drop. I suspect we will see a bottom somewhere between 85 and 75 and it will trade in that range for a month or two before its next run-up. Dell has done extremely well considering the problems in Asia, the decline in unit prices, and the fire sale precipitated by Compaq un-stuffing their distribution channel. VERY IMPRESSIVE. The fundamentals for Dell remain unchanged: They have a business model that gives them a significant advantage over competitors who sell through distributors and retailers, they never mislead their stockholders, and they execute extremely well. As they get bigger, their growth rate will decline--that's to be expected. But it is not declining very rapidly.