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Technology Stocks : DELL Bear Thread

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: Lucretius who wrote (1617)	8/23/1998 4:31:00 PM
From: Chuzzlewit	Read Replies (1) of 2578

Hi Lucretius, Still pumping out your doom and gloom stuff, I see! Seems to me you've been saying this for months: DELL has topped out. The action in the stock over the last 3 days confirmed it. You were also telling us a few months ago that Dell was canceling a bunch or orders from it suppliers. Ay what point do you admit that you were incorrect and give it up? You begin to remind of Ahab in search of Moby Dick -- or in this case Michael Dell. Here are some points for you to consider: Dell has the best ROIC of any stock I've ever see. Dell has fabulous positive cash flow. Dell's cash conversion cycle is a thing of beauty. Dell's growth is showing no signs of abating, and many analysts are beginning to talk about this being the end of a difficult pricing environment, as evidenced by Compaq and others finally getting their inventory under control. So if you're still buying puts or shorting the company it had better not be on fundamental grounds, because this is one superbly managed company that is hitting on all cylinders. TTFN, CTC

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