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

To: abraves who wrote (73329)	10/20/1998 11:31:00 PM
From: Stoctrash	Read Replies (1) \| Respond to of 176387

What I hear is Co's are putting pressure on the integraters on cost....integraters are looking to DELL for some price help, Dell saying "FARK YOU Integrater", Integrater looks else where if possible. This has been going on for sometime....& he thinks it will come to a head soon. Does Dell have any plans for their own Sys Integration division?? That would be a sweet move IMO>

To: abraves who wrote (73329)	10/20/1998 11:45:00 PM
From: stockman_scott	Respond to of 176387

abraves: Thanks for the update. This is what DELL released earlier today..."For its part, Dell Computer, which has posted the strongest and steadiest growth among personal computer makers, said after Tuesday's close that it sees no weakness in its market and that demand for computers remained strong." It sure makes sense based on 1) my due diligence 2) what I observe in the market & 3) what I hear from people like you. My company (with about 2700 employees nationwide) currently uses a systems integrator (that offers DELLs and IBMs) but we are about ready to deal with DELL directly. We use IBMs on the business side and are very impressed with what DELL is offering us. I feel that this is the trend. Many progressive and efficient firms already are direct / or will go direct very soon. DELL offers the highest quality products at the best possible price. We are also intrigued with their online customer support -- that will be customized for our organization. IMHO, DELL is miles beyond the competitors. Many companies are coming to this conclusion. And many employees in many different firms are like you -- they are choosing to invest their hard earned dollars in DELL stock. You made a wise move and will be richly rewarded. Thanks again for sharing your insight. -Scott

To: abraves who wrote (73329)	10/21/1998 8:49:00 AM
From: HoyaBob	Read Replies (1) \| Respond to of 176387

If you're concerned about safety, try selling covered calls at a strike price in Jan or Feb that gives you a comfortable profit, yet doesn't guarantee the stock will be bought from you. Alternatively, roll the call at expiration. If DELL tanks, the premium you collect at least lowers the basis of your initial stock purchase. If Call expires, you pocket the premium and still own the stock. I think DELL 60's through 70's offer some interesting value.