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

To: stock bull who wrote (127674)	5/21/1999 2:53:00 PM
From: Tom Markowski	Read Replies (2) \| Respond to of 176387

If IBM or HP exited the PC business, Dell would be in even better shape. Let's not forget both IBM and HP can barely grow their overall business. HP's revenue increase was a measly 3%. I don't care what the margins are, that's a problem. Margins are one component. Revenue growth in another. Companies that fail to grow their revenues, year after year (IBM/HP) are becoming "speciality" companies, with less and less impact. Much of their margin increases are due to reducing overhead...which cannot be repeated quarter over quarter. TM

To: stock bull who wrote (127674)	5/21/1999 3:00:00 PM
From: edamo	Read Replies (2) \| Respond to of 176387

larry...the perception doesn't have to become reality, as long as it is believed it gives the same effect....holding down stock price... to clarify "growth through m&a with increased dell stock price"...as in the ability of your competitor through spin in reducing your market cap and desirability as an equity holding....will negate any "increase' in share price, and along with it the potential of using inflated stock for m&a purchases...ala the internet style of m&a... we must determine if dell is more than a "white box maker", and if the answer is truly yes, than the question in my mind is why the financial world is viewing them as this stagnant type of entity at the present moment. why not dispel the image clearly painted by the competition...why "the silence of the dells"....understand at the recent msdw event this week, msdw came away warm and fuzzy, still strong rec, but no clue of the future, beyond growing the core business,which the world "believes" as dying a slow death....why?