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

To: Mohan Marette who wrote (49435)	7/1/1998 11:51:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

Mohan: Thanks for the link to the Washington Post article. It clearly helps summarize why I doubled my position in DELL when it was about $84/share. This company is run by a pioneer and they create new paradigms (more often than their competition can effectively respond to them). Even though DELL has had an incredible run-up since 1990, I still feel that this is one of the best "blue chip growth stocks" in the high tech sector. Montgomery Securities seems to agree with me. On June 29 they re-emphasized that "DELL is still their favorite big-cap and its strong fundamentals should be helped in the 2nd Half by a better industry environment." They have a BUY on DELL and a current target of $125 (quite a conservative # IMO). Montgomery concludes their update by saying that "as usual, we expect DELL to comfortably beat Street EPS estimates and generate an increase to out -period estimates." ****Long Term DELL investors will continue to be rewarded for years to come. -Scott

To: Mohan Marette who wrote (49435)	7/4/1998 3:02:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 176387

Mohan, re: Together, they are working on version 2.0 of the direct sales model. Dell continues to find ways to shave the number of extra components and computers it has on hand. Ok who out there has the bench marks for Dell's Direct Model 2.0? My vote is; 3 to 5 days inventory, 50% web sales, 20% of the PC market place by the year 2000/2001. New PC plant in South America and expanded plants in China and Europe, plus company splits into to two divisions, PC/Workstations and new enterprise division Servers/Storage by 2000 to 2003. Greg