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


To: Tweaker who wrote (60656)8/25/1998 12:16:00 PM
From: stockman_scott  Respond to of 176387
 
Tweaker: Thanks for sharing your insights on "The Roaring 2000's." I heard Harry Dent on CNBC and was impressed with him. He of course cited DELL as an example of a company that would thrive in the next decade. Going direct to the customer and letting them do self-service on the internet is a BIG trend. DELL is a pioneer and will maintain a leadership position for many, many years.

IMO, in the next 3-5 years DELL could easily become the U.S. company with the highest market capitalization. This does not bother me. DELL is growing sales and earnings faster than GE or MSFT and you pay a premium for that performance. There is no good reason why DELL could not be the market cap leader for a number of years.

I continue to have a lot of faith in Michael and his team and I look forward to the split.

I'm Long on DELL for the Long Run.

-Scott