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

To: Sig who wrote (80463)	11/15/1998 2:12:00 PM
From: freeus	Respond to of 176388

re 3rd inning Absolutely, Sig. And knowing Michael DELL this may be an very long extra-innings game. Freeus

To: Sig who wrote (80463)	11/15/1998 2:19:00 PM
From: rudedog	Read Replies (2) \| Respond to of 176388

Sig - In many ways I think that Dell is a less risky investment than in the past - they have achieved near-dominance of the corporate desktop market and will solidify that position in '99, something that no one would have predicted even a year ago. And they set the standard for field execution, they only seem to get better. I can't imagine that their business is in any jeopardy. My concern is with the expectations that seem to have been set for the stock. They knocked out a phenomenal quarter against huge odds and it wasn't good enough. What happens when these other factors start to pull growth into a still stellar 30-40% range? I don't think the stock will tank or even pull back much but it could well pause for an extended period of time at something like its current levels. I did an almost token position in SCI which has almost doubled in a month. There are a number of other smaller companies which I think are well positioned for rapid and solid growth over the next year or so. I don't want to have such a big position in Dell if it is going to meander around for a while. I did that last year with CPQ and INTC and both of those stocks came out of the year pretty much the way they went in, although with a little improvement in the last month. I think I would have done well to be out of both of those stocks in 1998 and maybe be getting back in now. As I said in the intro to my other post, I have not really firmed up my thinking here but I am starting to develop more justification for what really amounts to a gut feel. I don't want to be complacent about my investments, there is too much opportunity out there.