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

To: Zeem who wrote (49436)	7/1/1998 10:51:00 AM
From: Winston Kim	Read Replies (1) \| Respond to of 176387

What's up with this stock...rally died off quick...

To: Zeem who wrote (49436)	7/1/1998 11:40:00 AM
From: stock bull	Read Replies (4) \| Respond to of 176387

Zeem, the only thing that Dell has done since the last earnings report is regain the majority of its correction. IMO, the stock will sit in the 93 to 95 dollar area until the next earnings release. If growth and the ASP's don't meet the analyst's expectations, the stock will get killed. Of course, there are other financial parameters that will be closely analyzed...growth and ASP's don't tell the whole story. If one looks at Dell with an objective viewpoint, what do we have? A pc box maker with an excellent manufacturing and marketing business model. The model can be copied by other box makers. So what does Dell then have left? Great performing pc's? I doubt that great performing pc's will keep Dell afloat, as a pc is a pc. All the box makers use the same technology and components to design and build a pc. The larger Dell gets, the greater the risk for the company to stumble. If this happens, good bye Dell. The p/e will be "adjusted" by the Street to be in the area of 20 to 15, or less. Stock Bull PS: When I used the term pc, I am referring to desktops, portables, servers, workstations, etc.

To: Zeem who wrote (49436)	7/1/1998 11:46:00 AM
From: SecularBull	Read Replies (1) \| Respond to of 176387

What?! DELL has moved from mid-70s to low-90s! Are you disappointed by them missing the "whisper numbers" too?! Preturbed by impatience, LoD

To: Zeem who wrote (49436)	7/1/1998 12:23:00 PM
From: Venkie	Respond to of 176387

I own and have owned Msft... Everyone has been saying for a while that Dell will trade sideways until earnings run..We are doing just that...I want to be there when Dell makes its run ...I dont know any unhappy Dell shareholders