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

To: SecularBull who wrote (52615)	7/20/1998 5:14:00 PM
From: Jim Patterson	Read Replies (2) \| Respond to of 176387

RE: Jim, this goes to show that you have no grasp of the direct model. Ford and GM are both operating on indirect marketing strategies, and therefore, are not analogous to DELL. I think this goes to show how different out thinking is. You seem to want to compare only the the most positive aspects that you see in DELL. The point behind the comparison is that Autos used to be a growth industry. That was not last week or last decade. It was a long time ago. The Auto companies were big consumers of things like steel and ballbearings, and energy too. Yes even energy was a bigtime growth industry. Think of Ford in it's heydays of growth, (that is a long time ago) being like CPQ. Then Sloan, can't remember his first name, took over from Henery ford. He ran the company poorly and lost market share to GM. Now GM would be analogus to DELL. the young upstart that is taking market share from every one and making Ford, the giant of the industry at the time, look like a very poorly run industry. I guess Steel would be better compared to INTC and the other parts makers. So I guess the Fuel industry would be like MSFT. In the 20's gasoline was a huge growth industry. The fuel was needed to run all of the new autos. Marketing strategies have nothing to do with any part of my argument what so ever. I have been enjoying this so far, but when I see a comment like yours, I find it very disheartening that my comparisons are seen so incorrectly vs the way I intend them to be viewed. Perhaps I stop trying to make points that no one on this thread has any intrest in even trying to see in the proper light where they can be useful. Maintianing your fixed view will in all likelyhood provide you with profits for a time to come, as I see no reason for DELL mainia to stop. I am long the stock right now, but the nasdaq will not be powered ever higher by 5 stocks alone for much more time to come. Don Heys, Wheat First, seems to think todays market is most reminisant to 1972. Many stocks that peaked in 1972 took 10-14 years to make a new high. Going forward, If Mr. heys is correct, I see DELL falling into that catagory. Jim