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

To: PAL who wrote (110716)	3/22/1999 2:38:00 PM
From: freeus	Read Replies (2) \| Respond to of 176387

re a savvy investor I'm thrilled that you said that: I am trying to follow the rule "the trend is your friend" I think Dell is a great company and well managed. But I am VERY concerned about the current trend, Wall St sometimes seems to know what you and I dont and the trend indicates that.I also do not like the sub $1000 market. I remember very well at the annual meeting Michael poked fun at compaq for that and said "they sold lots of computers but didnt make much of a profit and I think my shareholders would prefer me selling less computers but making a larger % profit." And of course that's true. Freeus

To: PAL who wrote (110716)	3/22/1999 2:40:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<< but when dell is selling that 999 computer, they say: margin under pressure. >> Paul: What many of the ANALysts fail to consider is how fast DELL is ramping up in the higher margin server and storage markets. DELL also has the efficient business model that will allow them to sell sub $1k Pcs more effectively and more profitably than any other competitor. What about Gigabuys...which seems to be going better than expected? IMHO, there is MUCH more to the DELL story than the willingness to sell some very cost-effective computers. Regards, Scott