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

To: Mike Van Winkle who wrote (117598)	4/14/1999 11:01:00 PM
From: arthur pritchard	Read Replies (2) \| Respond to of 176387

Mike:<dell eats major change for lunch> Your thinking, in this post, is so clear, and I first of all want to thank you for that. But how do you explain the market not pricing dell better? You describe an absolutely inevitable and raging success of dell---but your basic logic is well known by very smart money. You talk about "old analysts"; you can't believe "old analysts" are in charge of very much these days. Would you offer some thoughts? Thank you in advance. '''''btw I also believe that dell eats major change for lunch. But the market's pricing sucks. Dell's relative efficiencies are not being valued at all appropriately. Everything is relative; dell is clearly not being priced well relative to the inuts.