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

To: garrick le who wrote (66447)	9/21/1998 1:07:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Oh really??? techstocks.com

To: garrick le who wrote (66447)	9/21/1998 1:12:00 PM
From: Venkie	Read Replies (1) \| Respond to of 176387

40....sooner or later Tell me exactly why...Thats an awful big statement..Dell has proven many a big geru ...wrong...Thats a fact..I have the gains to prove it..Commodity or whatever...4.3 billion sales of poope is a lot of selling...Its the fact that they keep selling their product what counts..plus the BTO model to execute things does not hurt thing

To: garrick le who wrote (66447)	9/21/1998 1:18:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 176387

Garrick, Although I agree with some of your reasoning on DELL - at least fundamentally speaking there are two factors you need to realize. DELL is courted by a large number of MM's and the momentum and flight to this stock is difficult to argue with. I agree that PC's are commodities or soon will be. I also have stated on this thread that there are new technologies on the horizon that will limit PC growth further. BUT, DELL is loved by many and continues to be - mainly due to a business model that remains unique in their industry. So, regardless of the market or what competitors will do to match wits - until they do analysts and MM's will continue to look to DELL as a winner. Second problem with your reasoning (and I do hold ASND), is that ASND is pushing it's way up do mainly to specluation of a buy-out by LU. There is easily $5 in that stock - and maybe even $10 that is specluative. Also, ASND is trading 40% off it's 52 week high...DELL is not. So, the strength you're seeing in ASND and the flatfootedness in DELL recently is a short term abberition. If you're a short term trader you should indeed take advantage of this...but I wouldn't suggest that you move a position out of DELL and into ASND. Rather margin a little DELL for some short term CALL's on ASND to take advantage of the expected buy-out. JMO, ;) OG