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

To: Mohan Marette who wrote (55242)	7/30/1998 12:09:00 PM
From: On the QT	Respond to of 176387

To: Mohan Marette From: On the QT Thursday, Jul 30 1998 11:55AM EST Hi Mohan, "Right? Maybe. Dell has as a number of options. Right now they are focused like a magnifying glass concentrated on a piece of a paper. As long as the sun is strong they will continue to burn through. Why not keep doing what works best? You also know that whatever Dell is doing that is known is there for all to make of it what they will. It is those plans that are not for competitive consumption that will move Dell beyond that which is apparent. Dell has a lot of money and the desire to put it to use. If the competition doesn't create a reactive move on Dell's part then Dell will continue to be proactive ( Dell's move into the storage technology area). Thus far, what we have seen in Dell is a strategy (direct corporate) that has served and will continue to serve us well. Dell is not married to anything that doesn't serve us well, so a divorce from a bad relationship isn't necessary. The dance and the romance goes on! Sincere Regards, QT