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

To: rudedog who wrote (74291)	10/24/1998 6:39:00 PM
From: hdl	Read Replies (2) \| Respond to of 176387

One can buy great computers from Dell. However, I think many businesses and individuals now and in the future will choose computers costing $400-$1,000 which will suit their purposes just fine. They will be better than desktop pcs selling for $4,000 just a few years ago. While a Dell computer for $1,700-$3,500 is wonderful and better than computers that cost $100,000 not all that long ago, I think Dell will lose business as people see they can get an excellent computer for much less.

To: rudedog who wrote (74291)	10/25/1998 9:21:00 AM
From: Lee	Read Replies (1) \| Respond to of 176387

Hi Rudy,..Re: Dell's real challenge is building a plan for late '00 as the current shift draws to conclusion. Thanks very much for those interesting comments on directions the various players are adopting. I'm kind of glad the alpha chip will not be lost. The first thought was that MSFT would not spend any special effort on integrating it into main stream OS, but looks like with the CPQ-MSFT alliance, it will be saved. If they maintain their time schedule, then '00 or '01 should start showing some nice gains? The main question again is what direction will Dell take? Will they be forced into establishing high end service to participate in the Very Large Enterprise jobs or will they expand along a parallel path of equal or better prospects? Thanks again for interesting thoughts, Lee

To: rudedog who wrote (74291)	10/25/1998 1:50:00 PM
From: Judy	Read Replies (1) \| Respond to of 176387

rudedog, you have an astute perception of the longer-term stratetic movesments of DELL and the other computer manufacturers. My thanks for sharing your thoughts in clear, cogent terms. As an aside, why are all the stocks listed in your portfile in all caps ... except for DELL? Is there a message there?

To: rudedog who wrote (74291)	10/25/1998 7:05:00 PM
From: Sonki	Respond to of 176387

rudeDog, i love the NOISE factor for a balance. Where does Dell fit into all this will be most intresting to watch. Dell relies very much on both WIN and TEL. btw: u know intel founder who hired andy grove was also NOISE (bob noyce?). last weekend i was looking at the witness list on both sides: msft vs. DOJ. I noticed msft witnesses were only msft people and cpq. vs the NOISE and apple etc on the other side. i saw Dell was promptly missing. Also in a business week article a few months ago in an article was a picture of bill gates surrounded by the industry leaders except Dell. i think DELL stays neutal and stays focused on delivering what is the best for DELL's customers to be. I have watched IBM stock make a new high on lack luster revenue/earning. Why is IBM stock double that of DELL w. half the pe and 1/10 of growth potential? Perhaps cuz Gerstner is twice as old as DELL. Gray hair counts for something? While Gerstner cautions the street not to up the earning estimates Dell is saying the opposite. While PC era is not at the end I belive big servers connected to smart telephones (which can retrieve data and search intranets) may live side by side w. the PC. in anycase, I have a big bet on Dell to do the right thing for their investors.