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

To: B.J. Lee who wrote (82624)	11/28/1998 2:05:00 PM
From: Sonki	Respond to of 176387

bJ and all, please help me here w. my thought process. i have a huge position in dell and my portfolio should NOT be overweighted like this I used to have a a huge position in intel. i kept my core position and moved the rest into dell 1-2 yrs ago. looks like i have to that again. i will keep my low priced dell and move the acess baggage somewhere else. exchange2000.com bj, the street is saying show me the mony first then we will pay. i have been shopping for a computer this last few days and dell makes a lot of sense for business customers but they have a long way to go to attract home market. who will own the home market? brandless box makers, for notebooks: sonny, cpq and dell. who will own the low end business market ? dell? help me here. who will own the high end business market ? ibm, sunw, hwp. High margin in hi end businessmarket ! i.e. ibm/ sunw and hwp if they can their act to gether. why should u buy sunw now? some pepople want to sell cuz it's high and some people want to buy cuz it's high. both are wrong. it should be bot or not cuz fundamental value and possible "change" in that. exchange2000.com

To: B.J. Lee who wrote (82624)	11/29/1998 12:23:00 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

B.J. - SUNW has enjoyed a great run-up in the last few months after being pretty much flat for more than a year. IMO this is based on the perception that somehow SUNW is going to benefit from their Java advocacy, and some 'halo effect' from their position against MSFT. But SUNW does not have any way to benefit directly from internet activities, unless one assumes that sales of servers to internet companies will somehow fuel growth. I also do not see big revenue potential for the work they are doing with AOL since SUNW has no real capability in low cost consumer products, which is the likely hardware play out of the AOL deal. Their workstation and midrange sales are under serious attack from wintel vendors. Their high end sales growth has maintained ASP and margin but SUNW does not have a sustainable advantage in that market, and their storage business is even more vulnerable. I think their stock price is not maintainable even at current levels.