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

To: D. Swiss who wrote (82421)	11/25/1998 9:16:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Drew: I know, I think one of these days when all the 'nut hoopla' dies down people will realize that. I see DELL hitting the century mark by Jan/Feb but have no idea how the stock is going to behave between now and then,perhaps December should be a better month than Nov.

To: D. Swiss who wrote (82421)	11/26/1998 1:47:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Drew, you are right, especially in view of Dell Japan's decision to sell all kinds of hardware and software via the internet. I believe that this is Dell's answer to the question some of us posed previously: how does Dell leverage its position to continue to deliver hypergrowth? I made the mistake of thinking of Dell as a JIT assembler and distributor. I ignored the fact that for years Dell has teamed with Sony to drop-ship monitors to customers (without ever taking physical delivery of the monitor). I think that what is happening in Japan is a roll-out of the new Dell. It can leverage its position as a preeminent technology supplier. Have a great Thanksgiving, all. TTFN, CTC