SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : The Critical Investing Workshop

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Voltaire who wrote (5991)3/4/2000 5:59:00 PM
From: D. Swiss  Read Replies (1) of 35685
 
Voltaire, perhaps it is time to check Dell out again. I have a strong feeling the Dell train is about to power up again. Win2k sales are better than expected and Dell is well positioned in the business segment to capitalize on this. Soon the lemmings will flock back to the PC sector and Dell will soar. I also think their outside-the-box revenue will accelerate rapidly and become and increasing portion of their earnings (at higher margins).
IMHO, investors will take a closer look at Dell and be attracted by their high quality fundamentals. This includes a very attractive cash hoard which Dell is generating from operations (at almost 2x EPS).

:o)

Drew
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext