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 Technology Stocks : DELL

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To: Sig who wrote (163680)1/13/2001 1:18:04 PM
From: D. SwissRead Replies (3) of 176342
 
Sig, I am afraid the short term outlook for Dell is not bright. There model is no longer unique. Everybody and there uncle has copied the model, which gives them little price advantage. The wild card is, as I said to Mepci, why Mort and Mikey are buying up shares. The other potential bright spot is whether Dell will be successful in doing what they did to the PC business in the storage business.

I do not think they will make the 20% growth number, an if they don't, the bottom falls out. There will be no way to value it.

:o)

Drew
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