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Technology Stocks : Dell's Daytraders Decision Site
DELL 127.92+0.4%Dec 30 3:59 PM EST

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To: Meathead who wrote (457)7/27/1997 8:55:00 PM
From: secamend9   of 1124
 
Interesting comments Investor A. Great rebuttal Meathead.
Investor A you might want to calculate the investory turns of DELLs major competitors and then stack them up against DELL. In fact look at all the liquidity ratios and calcualte the returns - ROI, ROA, ROE.
Spectacular!!

Frankly, Mike can afford to pay a few bucks more per a componentdue to the opportunity cost of capital. However, since they literally are buying hundreads of millions if not a billion or more in components annually from intel, do you really believe they aren't getting the "sweet deal". Get real.

I am a day trader. I hit and run and am gone. I have a level II. I can now execute trades in less time than it takes to think. And I am holding DELL for the long run. I currently hold no other equity in this manner. I am comfortable in doing so. Dell's entreprenuerial ability, management and marketing presence, and return for their shareholders may well be as good as can be bought in the equity markets.

You can short this one for a brief time as opportunity presents itself; but short it and walk away, and your broker will eventually be telling you that you're out of the stock market.
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