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

To: GRANOLA who wrote (114638)	4/7/1999 2:18:00 AM
From: Michael Kucera	Respond to of 176387

Granola, I also noticed the MD comments on growth being less than 50% and I am glad he came out and said that openly. I am also glad he said that he does not have immediate plans to take over IBM manufacturing of pc's I would rather see Big Blue bleed red ink until they capitulate.But, I still think many more dell & IBM deals will be inked this year, but nothing really super-exciting. dell is a 35-40% grower over the next 3-5 years and we have many good years ahead.period. I think you're right about more Net surprises coming this year from Dell, and that will drive us more than the IBM thing.just my 2 cents