Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 122.43

-8.5%

3:59 PM EST

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To: stock bull who wrote (135152)	6/30/1999 6:38:00 PM
From: JRI	Read Replies (3) of 176387

Stock Bull, given that MD still has over 85% of his net worth tied up in Dell stock, I think it is unnecessary that he buy additional shares...if the market misreads his regular sales, so be it...the man held almost all of his shares for over 13 years...if he can not start selling now (or 2 years ago) something is wrong with those viewing the stock (not MD)....he started selling when the stock was appreciating over 200% a year (and people still complained)..I don't think he can win that battle... He should diversify a bit. What I WOULD like to see is MD & staff outlining what Meathead just so brilliantly outlined (why many PC's will never be free, or low-cost...subsidized by ISP's). Meathead did a yeoman's job in outlining some very simple reasons why....apparently, few pundits in the press or on TV bring up these issues..also, several weeks ago, I liked the line that MD and co. were taking focusing on Dell/Internet...how the Dell is becoming fully-integrated internet company (probably as great as any manufacturer in the world)... Continuing along this track...and getting the conversation turned away from the endless drone of cheaper PC's.... I think Dell would start to see the "goodwill" that IBM, Cisco and others enjoy...Certainly, on a PEG basis, Dell is competitive/beats many of these "favored" companies (Cisco PE now about 110! Growth rate at low 30's)...now Dell needs to win the PR war (again)

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