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Technology Stocks : Dell Technologies Inc.
DELL 119.45-2.6%12:33 PM EST
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To: OLDTRADER who wrote (145487)10/21/1999 11:58:00 AM
From: rudedog  Read Replies (1) of 176387
 
wbm -
Your post assumes you are THE expert -get real fellow -get humble-
I hope I did not give that impression - I am hardly the expert, and part of my post was pointing out that my overconfidence in my own analysis cost me a lot this year.

Many on this thread know far more than I do about the underlying reality of DELL's business. Just yesterday I got a PM from someone at DELL who actually knew the details of DELL's DRAM purchasing over the last 5 years, which cleared up some of my misconceptions in that regard.

if you personally arn't happy then quit blowing air and sell the SOB
You can be sure that if I lose confidence in DELL, I will sell. As I have said a number of times, I believe that DELL is one of the best managed companies in the business, and I have confidence that next year will be better than this year in terms of stock price appreciation. But I felt that way about CPQ in fall of 1998.

probaly will be a 50 billion revenue company by 2003
I think DELL will likely get close to $40B by 2003, and could hit $50B - as long as they put substance behind the promises, something they have been good at doing in the past.

Do you really have absolutely no concerns about any of the issues I have raised?
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