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

To: TREND1 who wrote (125181)	5/16/1999 3:22:00 PM
From: Meathead	Read Replies (2) \| Respond to of 176387

Larry, you are wrong again! I'm not the best poster on the SI thread! Read Jim Kelley's analysis of the true inventory differential. Its more like 60-70 days. PW apparently does not understand how to properly factor in all parts of the pipeline. The colon is still clogged and will never match the efficiencies of the direct model. As for Dell a growth company. Depends on your definition. Dell's stock wont grow at 100% ++ a year any more. The business will grow at declining rates 40% this year 35% next and 20% to 30% after that. This is what I expect from the stock in terms of appreciation as well. Dell is where MSFT was in 1994 in terms of stock price and potential appreciation. Dumping Dell from your portfolio now would be akin to selling MSFT in 94.... look how nicely it's appreciated since. Remember, Dell is a core portfolio holding not a high risk/reward startup like the internet stocks. Dell is a core holding because it is the best run company on the planet.... by just about any metric you care to apply. They are also innovating faster and more consistently than anyone else. For many, many reasons, I believe that Dell is one of the most solid stocks to own in terms of risk/reward goin forward from here. Show me a better one. MEATHEAD

To: TREND1 who wrote (125181)	5/16/1999 4:35:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 176387

Larry, You are willing to do a lot of work on your technical analysis so I know you are not lazy. I also hear the anxiety in your voice concerning this volatile quarter for DELL and the rest of the PC industry. I would suggest that you take a look at the financials for CPQ and look at the build up in their "internal inventory" and then look at the channel financials to look at the "channel inventory levels." If you do this ( it will take you an hour or so) , you will see that the indirect pipeline is 60 to 70 days. Last year at this time it was 90 to 100 days long. DELL's inventory pipeline because of JIT build to order is basically zero days. This constitutes a huge advantage for DELL in a highly competitive pricing environment. DELL has many other advantages but this is a huge advantage! So if you really want to get on top of the rumor mill you will do some fundamental analysis like Meathead, Gabriel, Mohan, CTC, etc on this thread. Otherwise you will be thrown to and fro by every new rumor. Regards, Jim Kelley