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Technology Stocks : Dell Technologies Inc.
DELL 126.56-0.5%1:54 PM EST

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To: Chuzzlewit who wrote (137516)7/24/1999 10:24:00 AM
From: Sig  Read Replies (1) of 176387
 
<<And then again, some people may have decided to sell because it's July.>>>
Am not selling unless I get a real good price for some Aug 60's
(hehe)
Morning Chuzz. Hope you are all well. It takes us some time to recover from a trip to Austin. So many ideas-so little time. Granola and Freeus had to stay over with you know who.
But all is well now, yesterday was first day of 100 degree T, one local case of heat stroke, the coyotes are back howling after months of silence. Seems like old times.
I have only one complaint about Dell stock, being I am afraid to spend any of the profits since it varies so much. I am not going to
settle for the concept that Dell is now limited by size from growing in excess of 30 or 40 %/year.
Adding 50% to the work force in Ireland, adding 500 to the 300
in Italy. Already 500 in Tennessee with another 5K to 8k to come.
Next Brazil.
Dell procures its workers from a manpower provider in Ireland who
also trains them before Dell hires. 3 to 6 months probation at Dell, then if fit, they become Dell employees. Now a similar hiring project
in the US. Just can't get enough workers.......
Business must be picking up (haha)
Opinion. This may not be popular comment, but I am purposely avoiding Aol stock. Their basic concept, sign up everyone and send out a monthly bill, has worked so far to build volume. You can fool all of the people some of the time. But now the free ISP is coming and I assume Aol will have to make more money from advertising. So the changes they will have to go thru are more threatening than declining ASP's are to Dell. Dell seems a less risky investment.
Regards
Sig
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