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Technology Stocks : Dell Technologies Inc.

DELL 128.43

+0.6%

Dec 24 12:59 PM EST

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To: kaka who wrote (175253)	10/24/2005 11:17:42 PM
From: Meathead	Read Replies (2) of 176387

And Dell plans to be the largest big screen TV supplier in the world. Kramer is right. The chart is lousy. Predicting the stock will go to $30 when it's already at $31 and change is bold call by the K man. I think he's too busy kickin chairs, mashin big red buttons and throwin plastic bulls around the room to think rationally sometimes. IMO, cell phones are mickey-mouse give-away items with sub $100 price tags in exchange for service contracts. iPods are soon to follow and I don't need to hear about how superior these things are for the 1000th time. OTOH, good HD big screen plasmas run about $2500. There's real margin dollars to be had on that type of hardware and it has huge growth potential. Especially when Dell enters the market bent on driving the price on quality 42" HD plasmas to the $1.5k price point and below with 30% margins. The opportunity for unit sales is in the millions with profit potential in the billions. And to be sure, laptops are exactly where the action is. Intel is suffering chip shortages because.. "The chip giant continues to see double-digit year-over-year growth, driven primarily by strong demand for notebook PCs. “We are sold out,” Bryant said. Amid this you have IDC now saying that overall PC demand is running well ahead of forecast. When will it end? It was supposed to end 10 years ago when guys like 'steve' were arguing with me that 133Mhz CPU was all that anyone would ever need. That an the entire system would be reduced to a single chip and put Dell out of business. That PC's would be given away like cell phones in exchange for 'dial-up' ISP contracts. That the sub 1k PC would kill Dell. Yet somehow Dell managed to grow to $60B in a world where $299 PC's are a reality. These guys weren't looking at the technology roadmaps very closely. There was no visible end in sight then just as I don't see one now. But I digress. It's not a bad bet to play Dell to the upside right now. Q3 ends in a few days and it's traditionally their strongest. A depressed stock going into a potentially strong Q. It's a setup that doesn't come around too often. Possible 10% upside in just a few weeks IMO. Dell beats - probability=moderate Dell meets - probability=high Dell misses - probability=low The risk/reward profile looks appealing. MEATHEAD

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