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Technology Stocks : DELL Bear Thread
DELL 122.55+4.4%Nov 21 9:30 AM EST
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To: stock bull who wrote (1195)7/16/1998 12:33:00 AM
From: larry  Read Replies (2) of 2578
 
Stock bull,

I don't know how you get to the conclusion that most of the people who post on the DELL thread don't have experience in investment. I know several of them who have become multimillionaire by careful monitoring their portfolio in the last 5-10 years. And the reason they love DELL is that this issue has been on a roll...It's not necessarily that they love the issue. They trade the issue to make money.

The true successful investors never fall in love with any issues. They sense the chance and grab the chance to make as much $ as they can.

As bullish as I am on DELL in the short term (I love $$$!), I can see that the high flying days for DELL is really numbered. It's not necessarily that this issue will crash. It's growth will definitely slow down.

So where is the fastest growth sector for the next decade? Definitely the internet sector. Although I don't like the valuations about most of those issues, I do like YHOO! and AOL. These guys have tons of potential. Can you say triple digit growth in the next five years?

BTW, if a company like CPQ is gonna copy DELL's business model, it will definitely experience several disastrous quarters before making the transition. Will CPQ have the guts to do so? I don't know.

Anyway, enjoy the ride. And I don't want to say too many negative things about the issues that has brought me so much $$$. I guess that it's time for me to say bye bye to DELL in the near future.

larry!
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