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

To: J. D. Main who wrote (80312)	11/14/1998 9:17:00 PM
From: TCGNJ	Respond to of 176387

JD, Good article. Seems that excellence in manufacturing execution and also inventory control is the key lever for success in this part of the business. Dell seems to have the model that works. Thanks, TCG

To: J. D. Main who wrote (80312)	11/14/1998 11:22:00 PM
From: T L Comiskey	Respond to of 176387

Jean.........Just read the article you posted.......Such well deserved praise.......Im not kidding when I say it brought tears of joy to my I's.......and a feeling of elation..........really cant understand the bears not getting THIS message........maybe they just need to look through the proper viewing end of the telescope....!!!....go figure.....Thanks again for hunting it up.....stay well..Tim

To: J. D. Main who wrote (80312)	11/15/1998 10:29:00 AM
From: J. D. Main	Respond to of 176387

Following paragraph from S&P Investor's Monthly..... Dated November 1998 and received from Fidelity Investments. Standard & Poor's Technology Group Head Megan Graham-Hackett's top picks in the computer hardware area include Dell Computer, Cisco Systems, and IBM. Dell has the capability of leveraging its direct business model to continue to grow its market share and earn- ings at a faster pace than its peers. It has limited ex- posure to troubled areas of the globe and could become a beneficiary of the push to upgrade PCs to make them Y2K compliant. The shares in the meantime are trading at a discount to our estimate of the company's earnings growth rate projected over the next two to three years Best.....Jean