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.
Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%Nov 21 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Meathead who wrote (22920)11/24/1997 8:22:00 PM
From: gmccon  Read Replies (3) of 176387
 
<< My business is technology, you would not believe whats on the horizon. >>

I believe and I am interested in investing in the companies dealing in the next cycle of hi-tech. Boxmakers are played out. Profit margins are shot. Fidelity used to own 10% of DELL's stock. Since August, they've reduced their position to just 4% (so far)(as reported on CNBC earlier).

Regarding Fidelity, they also said the DD sector is finished (with respect to profit margins). Done. Interesting how they just found that out. They've all be floundering in the tank for a month now, and there is no hope for any of them with profit margins being what they are in the sub-1K world. It's amazing how the brokerage houses put 2 + 2 together a month after the fact and then report it to the investing world like it just happened.

So, next cycle, please. People aren't going to pay $3,000.00 for their PC's any more. We've wised up. A 166Mhz MMX w/32 RAM and a good graphics card can do it all, literally. And end-users around the world have found that out.

So, I would indeed believe that the next cycle of hi-tech is already on the horizon, Meathead. Any hints as to where we can put our money?

Respectfully and sincerely,

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

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News