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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Stewart Walton who wrote (1818)	9/3/1998 10:49:00 AM
From: The Phoenix	Respond to of 2578

I don't know how fast DELL will grow either, but I think it will be faster than the market, and faster than any of their competition. You must not be reading my posts. I SAID yes, they will likely grow faster...but they have to grow faster than I believe they can in order to support current valuations. Understand? When analysts talk about markets they talk about them in terms of technology or retail sectors. If DELL enters a new market they may be building market share but new customers don't purchase products in that market simply because DELL is selling those platforms. Markets and their growth are independent from the companies that serve them although at time you can couple growth in a market to technological innovation or pricing action. Again, this is not company specific changes..these are market oriented changes. I don't think the competition has to copy DELL's model, but I haven't seen anything better or even nearly as good. JIT will always, always be an advantage for a technology company. If you had seen something better than DELL's model DELL wouldn't be doing as well - would they. Valuations are built on future performance - not past. In the future companies will target DELL. THis will create more hurdles for them. So, true, you haven't seen anything yet...but my crystal ball says we will. Oh, and by the way...it's NEVER too late. If there were such a thing Apple would be doing much better today. CYRIX, AMD, and others wouldn't be chipping (no pun intended) on Intel's market, and Cisco wouldn't have the healthy paranoia they do. Even Msft is in a battle although Barksdale, McNeely, and others would have you believe they aren't. It's never too late. OG