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

To: Mohan Marette who wrote (80144)	11/14/1998 10:51:00 AM
From: yard_man	Read Replies (1) \| Respond to of 176387

>>the enterprise grew in triple digits.<< Easy to do from where they started? I think that DELL was competing against very poor competitors in the desktop market. They have done well, even kicked butt. Enterprise products are another matter they are coming into a business where they are far from being the leaders and I expect they will see very heated competition while there will be a general slowdown in IT spending. Not good for a Co that is very richly priced. Next two quarters will be telling. People who take for granted the kinds of returns they have seen in the past are fooling themselves, IMO. That said, congrats to anybody who has been long since '93 or '94.