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

To: D. Swiss who wrote (74387)	10/25/1998 8:28:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

<<<One last point, telling us that your broker thinks CPQ doesn't mean anything to me. Most brokers are high priced salesmen with little financial analytical skills. When I first bought Dell in November 1995, a Merrill broker told me he didn't like Dell, he liked CPQ.>>> It takes one distinctive over-riding factor(damn, can't remember the psychological term) to make the final decision to own Dell over another potential stock buy. Thank goodness many people have not been able to identify Dell's one monstrous advantage, or it would be much higher priced today. For example, the concept of Boston Chicken building eateries acoss the country was easy to grasp, wow, they should do just as well or better than KFC or McDonalds. Another example would be for a company to have a well-known turnaround specialist take over, or for Cpq to buy Dec and Tandem. Both of which were 'famous' companies. My brokers brother is a UT student, sent to many Dell plants (Brazil, etc), as a potential Dell employee. Did not like what he saw going on and said so. And that raises questions in the brokers mind which may cause him to look elsewhere. We know that Dells management is the key factor but its hard to describe or compare. KO could be considered to have good management(and a lot more of it(G)), or Ibm, or Ge, or BA, or Ltcm. Many companies now buying back shares, 500K, 1 mil,2 mil, 10 mil Very funny, last I looked Dell was still authorized to buy back 100 mil shrs. Michael is on a roll, he won't give up the 'stock of the decade title' title easily, will keep this operation going strong until the turn of the century and probably a lot longer. Sure you don't want to sell some of the GTW, pay taxes,buy more Dell???(hehehehe). Are we having fun or what?? Regards Sig (working to keep that P/E up)

To: D. Swiss who wrote (74387)	10/25/1998 7:16:00 PM
From: Dennis	Respond to of 176387

Good Article in IBD last week said that more top mutual funds were dumping CPQ than buying. I have learned one thing.......analysts, in general, recommend a stock to keep the price up while they unload, more often than not. CPQ IS A GOOD EXAMPLE OF THIS TECHNIQUE. Go Dell. Good Luck this week.

To: D. Swiss who wrote (74387)	10/26/1998 3:59:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

Drew - When I first bought Dell in November 1995, a Merrill broker told me he didn't like Dell, he liked CPQ Performance of Dell and CPQ was almost identical from Nov 95 through end of 96. I owned both stocks at the time and watched closely. Also, what happened last year is not a good predictor of what will happen next year. FWIW I believe that both Dell and CPQ will beat the industry and I can't at this point predict which will do better in '99 but I give CPQ the edge in strategy, Dell the edge in execution.