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

To: Techie who wrote (48586)	6/22/1998 10:02:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Techie, Please show me how a tiny bit too much channel inventory not the sub-1k which has done very well. results in a 10% haircut on gross margins. Inquiring minds want to know. And while you're at it, please explain why every player in the sub-zero game had a similarly poor experience. If this think took off fast enough to claim 10+% market share in a little over a year, the players in it couldn't possibly have done too poorly. This is a rather unique argument. It boils down to 'they must be making money, because if they weren't why would they be doing it?' I won't comment on the apparant illogic of that statement but I think one point is clear. They are locked in a death grip, and don't know how to disengage themselves. As Geoff Nunn pointed out, they are fighting for market share. TTFN, CTC

To: Techie who wrote (48586)	6/23/1998 1:29:00 AM
From: stockman_scott	Respond to of 176387

Techie: You would have a much easier life if you were Long on DELL for the Long Run. Last week I doubled my position after I did careful DD. DELL attracted more new mutual fund money than any peer company (in the most recent period that was measured -- see last Friday's IBD). The big money and the smart money loves this stock. They have good reasons to. Please re-read my post #48038 (Forrester Research highlights DELL as the pioneer that is in the best position to gain from successful e-commerce activities). I have talked with friends who are equity analysts and Fund Managers and read what outside IT firms are saying about the industry. DELL is on a roll and their P/E is now a function of the perceived future growth. I am quite confident that they will beat expectations for quarters to come. IMO, you need to fasten your seatbelt and prepare for the ride on up to 175 and beyond (these are conservative pre-split prices -- that we should hit before the end of this year)!!