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

To: Mac S. Giballa who wrote (44275)	5/22/1998 7:21:00 AM
From: Patrick E.McDaniel	Respond to of 176387

Scott, you must have no understanding of PC companies at all. When was the last time Dell had a P/E less than 20? You may not feel it is worth more than 50-60 in 2000 but everyone else on this planet feels otherwise and they have for years. :o)

To: Mac S. Giballa who wrote (44275)	5/22/1998 8:20:00 AM
From: JRI	Read Replies (1) \| Respond to of 176387

Scott- It is very simple, based on the 1st quarter alone... It is virtually impossible to make a logical argument that PC's can be considered commodities. (Just because a market is price competitive, that does not make it a commodity; Nowadays, almost company/market operates with pricing-pressure) . If indeed PC were commodities, Dell could not have been as successful as they were, in a market environment in which no one (CPQ, HP, IBM) else made money....If PC's were commodities, you would not see the (numerous) third-party surveys which show that Dell retains many more customers (2x, 3x) than other PC vendors....If PC's were commodities, All companies would have similiar customer satisfaction levels (after all, when is the last time you only bought gas at Gulf because they were "Gulf"......indeed, you buy at the closest gas station, and when you run out- gas is a commodity). Having said this, if PC's were commodities, the companies who have the most distribution outlets (CPQ, HP, IBM) should sell the most/make the most money, since all PC's are commodities (pricing the same, features the same)...... We could continue looking at other elements of the PC space, but it is clear it does not fit the term "commoditization". The fallacy that you (and other bears) are "smarter" than the general marketplace (consumers that buy computers) is laughable....The market would indicate this before you guys would realize it.....Your "commodity" argument has been made for years....just as long as shorts have gotten killed on Dell's stock....

To: Mac S. Giballa who wrote (44275)	5/22/1998 8:43:00 AM
From: John Hauser	Respond to of 176387

Scott, It's just a matter of time until their investments will be looking good, but what do I know. Oh, by the way.... quote.yahoo.com JH

To: Mac S. Giballa who wrote (44275)	5/22/1998 10:13:00 AM
From: Walt Corey	Respond to of 176387

re: Selling a commodity, ...Yeah, smart buy... If you feel that way fine, don't buy Dell but don't bad mouth the "geniuses" that did. As long as you are casting aspersions, work on your spelling.

To: Mac S. Giballa who wrote (44275)	5/22/1998 4:05:00 PM
From: WBC	Read Replies (1) \| Respond to of 176387

Why don't you take your self serving comments to the BEAR thread where you can all justify to yourselves why you have missed the investment opportunities in Dell over the past 9 months. Your investment P/E expectations are from the industrial age and no longer apply to companies like Dell who are re-writing the business and investment model of the information age. MD is revolutionizing the PC industry like Henry Ford did to the automobile in the early part of this century. Great vision, planning, communication and execution are why Dell is performing where proponents of the "older" business model are floundering, just like your investment philosophy.