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

To: The Phoenix who wrote (66455)	9/21/1998 1:24:00 PM
From: jhg_in_kc	Read Replies (1) \| Respond to of 176387

Gary, you are sounding more and more like a Dell bull. As of right now though, what do you see as the big threat to Dell, the competition, a new dumb network PC, some unforseen decline in PC sales, etc.? This is a game we Dell bulls play to keep ourselves from becoming over confident. jhg

To: The Phoenix who wrote (66455)	9/21/1998 4:47:00 PM
From: garrick le	Read Replies (3) \| Respond to of 176387

Agree with what you stated. However,just as much as DELL is loved,when the momentum reverses, it will be hated as much.Remember what happened to ASND last year. Moreover,I think the ISP will start to give away PCs to comsumers to induce them into the internet.That 's when boxmaker like DELL will suffer.ASND has much better technology which is much more complicated and difficult to develop,unlike DELL who is making PCs which everybody could.Their business models will be emulated by competitors like CPQ,Gateway ...these things will catch up with them overtime. Valuation of DELL is too high for a box maker ...profit margin drops ... watch out. GL