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


To: divvie who wrote (60627)8/24/1998 9:50:00 PM
From: Ibexx  Respond to of 176387
 
I own all three.

Ibexx



To: divvie who wrote (60627)8/24/1998 9:53:00 PM
From: Mohan Marette  Respond to of 176387
 
Companies growing faster than the GDP??...hands down and then some.

"Parikh said he looks for companies growing faster than the gross domestic product. "And the company has to be growing faster than the industry," he says. Parikh wants companies in what he terms "high-end markets," with defensible business models, low market share and "the ability to keep levering EPS and to sustain the ability to grow." Also key: great management with a vision of where their industry is headed and how to correctly capitalize on that growth.

divvie:

Thanks for the MarketWatch article. Ashi Parikh's portfolio looks very good actually I believe it is excellent. I think among his top 10 holdings DELL meets his criteria hands down and then some as for the others on the list they are all good but not as good as DELL.




To: divvie who wrote (60627)8/24/1998 10:08:00 PM
From: SecularBull  Respond to of 176387
 
Dell is Dell. That sums it up quite nicely!