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

To: Dell-icious who wrote (71987)	10/14/1998 2:58:00 PM
From: stockman_scott	Respond to of 176387

Thanks Dell-icious: There are very good reasons I now have about 85% of my long term holdings in DELL. This company continues to prove that they have THE BEST management, employees, products, and execution ability in the entire IT industry. I loved these passages from the street.com article: Rollins insists, however, that investors shouldn't worry about its reliance on corporate spending or Intel because Michael Dell has a few more visions up his sleeve. "It's true, we have not implemented all of Michael's visions yet, but they are out there," says Rollins. Is there a limit to how high Dell can go? After applying its direct model to PCs, laptops, servers, workstations and storage equipment, what else is there for Dell to make? Anyone need a TV set? -------------------------------------------------------------- There is incredible upside for DELL. This company continues to prove that it is the next DELL!!! -Scott

To: Dell-icious who wrote (71987)	10/14/1998 2:59:00 PM
From: Mohan Marette	Respond to of 176387

Good article Dellicious,thanks very much. But ... this guy's (Steven something or the other from Merrill Lynch) comment about IT spending in 99,I think,is a load of crock.I mean what is he thinking! If anything a lot of companies are replacing their systems with new ones to tackle the Y2K problems.The last I heard MD speak on the issue, not too long ago,was that medium size companies have already started replacing their computers with new ones and the large corporations have already started the process right behind the smaller companies.I don't how this jives with this pundits comment,no wonder Merrill Lynch is loosing big bucks lately,perhaps ML is basing their strategies based on people like this Steve dude and Kurlack.<g> I hope M.L lose their A@#!.<vbg>