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

To: hdl who wrote (103471)	2/21/1999 12:28:00 PM
From: Sig	Read Replies (3) \| Respond to of 176387

<<<<<Dell is not the next Dell-therefore many in Dell stock will get out. Not as many will want to get in. Dell stock will fall. Dell is not the next Dell for many reasons. Its market cap is much larger than it was. Its market is more saturated. Its growth has slowed. Its huge profit margins have attracted serious competition which has had time to get its act together. The period of disinflation will end.>>>> Be honest and admit you wrote those same words here in 1997 under an assumed name. Sig

To: hdl who wrote (103471)	2/21/1999 8:30:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

HDL, this part of your post has me confused: Its huge profit margins have attracted serious competition which has had time to get its act together. What competitors might those be? Compaq has had anything but sterling earnings, HWP doesn't grow, IBM reported poor top line-growth. I read that Hitachi was exiting all but the server business, Tulip (Holland) is gone. White box manufacturers market share is contracting. Only GTW is looking good, and it's primarily consumer oriented. What have I missed? TTFN, CTC