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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%Nov 14 3:59 PM EST
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To: Chuzzlewit who wrote (24724)12/11/1997 11:55:00 AM
From: James H. Irwin  Read Replies (2) of 176387
 
Do you disagree with the entire CANSLIM approach in its entirety or each individual segment.

For example:
increasing volume is important, no?
accelerating revenues combined with margin expansion which generate dynamic eps growth?
smaller companies (<25 million shares vs the 330 million in Dell)


Seems to me I recollect Dell displaying many of those same characteristics that Bill typically espouses.

The concept of investing encompasses many ideas, and trading/investing mentalities. You seem a bit bitter for some reason.

In reading the bulk of this post most are infatuated with DELL, to the point I wonder if they look at other sectors of the economy/industry groups.

You may be a bit harsh on O'Neil, maybe you should be a bit harsher on old David Ryan. Maybe David illustrated the truth that it is much easier to generate higher returns on smaller amounts of money ($1 million versus $1 billion). Failing is a precursor to success.

I hope you are able to do all you hope to do with your Dell position.

Thought for further consideration: institutional sponsorship
as of 9/97 courtesy of CDA/Spectrum:

Mutual funds: 62 million
Advisors: 91 million
Banks: 34 million
Insurance Cos: 22 million
Total 209 million out of 271 floating (63%)
Mgmt 60 million (18%)

bon chance.

Jim
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