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

To: Venkie who wrote (123556)	5/10/1999 8:12:00 PM
From: Neville H. J. Gorman	Respond to of 176387

Hi VENKIE! Haven't been around for a long time. I know that I'm quite a lazy guy, should have written to you, but I still think you're right about the target. I'm always bullish, although this is quite a fragile time in the stock market. DELL will run. DELL WILL RUN. YEAH. I'm sure about it. I'm always following Greg. He seems to be the master in the market. Got into SPYG @20. I think I'll buy AWRE tomorrow. The potential is great and technically it seems to have turned the up-way. I'm closely watching Dell's efforts in the GERMAN market. As you can probably recall I posted an interview with Michael Dell in "Die Welt". I recently saw an interview with Edmund Bernardi. He's the new head of DELL Germany. He's very bullish as it is usually the case with DELL management, but I'm still concerned about the German market. I think it will be a tough market for DELL to break up. Bernardi says there is Vobis and Siemens-Nixdorf out there. I know that Vobis is super-junk, but well Siemens.... It's got a great reputation in Germany as I already said some months ago. To me it seems that DELL can only compete on price with them and that will be really painful. I know that it's silly but in Germany there are still too many of the "old guard" being in command of the large companies and they are awfully conservative. Siemens I believe is their brand and nothing will stop them! DELL's share is only 4% in Germany. Why am I concerned? Because it's the largest market in Europe and according to MD that should be the area with the largest growth. Hope DELL can bring down Siemens-Nixdorf!!! Hope I'm not boring you with this talk about the German Computer market. But up to now one thing is a reality: ALDI (discount store maybe like WMT?!?) is selling more computers. It is even DELL's segment: ~$1000 and they're selling like hot cakes in recent times. Oh well, VENKIE just drop me a line. I'm still awfully bullish about my DELL investment. I just want to know what you think about AWRE and QCOM. Wait or just get in? I'm very convinced that AWRE will go to the moon very soon. Would like to hear from you! Scotty