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

To: Chuzzlewit who wrote (109342)	3/15/1999 1:48:00 PM
From: Michael Bakunin	Respond to of 176387

My sleep is not troubled -- I have a lot of cash. I thought it strange to be lectured on "why investors invest", but I tried to respond in kind. Please see my dialog with Bukun to see what I think of Dell's growth prospects. On specific issues: Dell has launched a multipronged marketing offensive Indeed they have. I find it a negative indicator when a strong competitor strays from its core competency. the high end: (servers and mass storage) This area is populated with many strong competitors, in contrast to the direct-sales area when Dell focused on it. the lower end (inexpensive PCs) Three problems here: margins, margins, and emachines. the retail market (through gigabuys) Similarly: margins, margins, and heavy competition. Dell may take over IBM PC assembly and distribution This would seem to be excellent. Nevertheless, the day that news hits the wires, I will buy more puts. Dell's success is not based on contract manufacturing -- an arena beset with three problems... Good luck to you, mb