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

To: The Phoenix who wrote (97895)	2/12/1999 11:40:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

<--Blather-->No need to duck Gary,you are doing fine but that Brian P,he is some'else.<vbg>

To: The Phoenix who wrote (97895)	2/12/1999 11:53:00 AM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 176387

Gary, Dell has only 8% share of the computer market. As they say, " there is always room at the top" AND plenty of room to grow. Compaq said 1 year ago they were going to "migrate" to the direct sales model. But hey that's just a tiny step. All these folks are just starting and Dell has a giant lead. Gateway's bus model is like Dell's and 4 years ago they were closer in valuations and yet Dell is now way far ahead, Why? I think it has to do with management and execution. What all the other boxmaker REALLY need to compete with Dell is find a Michael Dell clone to run their company, IMHO, TA

To: The Phoenix who wrote (97895)	2/12/1999 1:41:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 176387

Gary, I firmly believe that Dell will continue to trounce the other boxmakers, including Suns low-end offerings. Cpqs recent numbers were not great - no one is taking mkt share away from Dell. But, if the enterprise space starts to decline thats another matter, and then everyone will suffer. The argument we were having last summer was different, we were assuming the enterprise space was continuing to grow at a robust pace. I agree with Chuzz that Dell valuation was awfully rich at $100. Michelle