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

To: Mohan Marette who wrote (110641)	3/22/1999 11:30:00 AM
From: PeterR1700	Read Replies (1) \| Respond to of 176387

MM - thanks for the article. Always nice to be reminded (especially in these current times) why Dell is Dell. If memory serves, the float's now about a billion shares give or take...yes? Peter

To: Mohan Marette who wrote (110641)	3/22/1999 12:03:00 PM
From: Smart Investor	Read Replies (1) \| Respond to of 176387

My experience told me never listen to anything issued by DLJ analysts. Most of the time, it is better to go against them to make money. At this time, the only thing DLJ and Morgan Stanley like are interNUTS trading at P/E of a 500-1000, P/S of a couple of hundreds. Many interNUTS have never make any money. Why should anybody believe those guys? DELL is the best computer company with a solid internet strategy. The difference between DELL and the interNUTS is that DELL is a well run company making good profits, while most interNUTS are traded on AIR, HOT AIR.

To: Mohan Marette who wrote (110641)	3/22/1999 12:20:00 PM
From: stockman_scott	Read Replies (3) \| Respond to of 176387

Some Positive Comments From Our Friends at Merrill Lynch: 10:04am EST 22-Mar-99 Intra-day Special Notes -- Some Highlights: Server Hardware / PCs -Revenue growth has become a general concern given softer top lines at many leading names. -We have pointed out that computer shipment growth is slowing according to the commerce department figures due to increasingly difficult comparisons. We are still bullish on computer demand, especially servers and storage, as internet computing becomes a driving force over the next few years. We believe that PC industry revenue growth will only be 5-7% over time as declining ASPs offset double digit unit gains. Our 1999 PC unit growth forecast remains 13-15%. -We MAINTAIN our DELL estimates of $0.16 for the April quarter and $0.72 for the full year. According to our survey, DELL is doing (gaining) significant corporate share and we recommend accumulating the stock. We are less confident about Compaq and rate the shares neutral. -The report also contained positive comments on EMC, SUNW, and IBM. --------------------------------------------------------------------------------------------------------- Interesting.....this series of comments from Merrill Lynch doesn't seem to be getting a lot of press today. I'm just trying to put things in perspective. Regards, Scott

To: Mohan Marette who wrote (110641)	3/23/1999 11:06:00 PM
From: LemurHouse	Read Replies (1) \| Respond to of 176387

FWIW, here's a little anecdote apropos of nothing. The son of a friend of mine is a psychologist in Austin. Among other things, he provides personal counseling services to Dell employees through some part of their benefits program. He says a striking feature of the Dell workforce is how superbly motivated they are, and how most every employee preaches the mantra of how each Dell employee can make a difference, and how important each individual's effort is. He thinks its a little spooky, actually. But he takes their zeal as quite genuine, and as reflective of a company culture which is very different and "Can Do" healthy than most firms. Healthy not just for the company but for mgt and staff as individuals. Some might say that the crew of the titanic was happy and motivated as well, but I've done consulting for enough businesses to know that this kind of corporate culture doesn't come easy, and that you can't fake it. Its "the right stuff" and a company either has it or it doesn't. (Very, very few have it.) Its an intangible which can't be measured and can't be found on the balance sheet, but which has a direct and lasting impact on the bottom line. I offer this to the thread FWIW. A small piece of the bigger picture no doubt, but perhaps of some solace to longs who have seen their portfolio taking a beating this past month. For myself, I'm still long and have no intention of selling for the forseeable future -- until the fundamentals change -- no matter what the short-term gyrations of Mr. Market. Thanks, Mohan, for continuing to post news on Dell. Cheers.