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Technology Stocks : Dell Technologies Inc.
DELL 117.44-1.6%3:59 PM EST
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To: Lucretius who wrote (63345)9/3/1998 11:01:00 AM
From: Jim Patterson  Read Replies (3) of 176387
 
RE: 1. we are headed for recession/depression

I agree will all points on your list LT.

One thing on DELL's stock.
Most likely the fundamentals of DELL will not start to weaken until after the stock has fallen 40-50%.
At that point, things like building a new center in Brazil, (a country that is about to enter a depression) will start to come back to DELL mgt as not quite as wonderful of an idea as origionaly thought.
Other things like spending all free cash to buy back shares that are now not worth what they paid for them will look bad too.

On 5, I think the number is closer to 45%, but if you consider that at least 90% of americans have some sort of insurance, home, auto, health, and 100% of insurance companies have equity exposure,
One could imply that all americans have a vested intrest in the health of the market.

That market is going down and there is nothing that can be done to stop it. Despite popular oppinion,
Stocks are not a safe place to put money.
Risk is real.
Leverage hurts when it goes against you.
Barrowing money is a bad idea.
You will not sell you house for more than it is worth today.

I really don't want to go through this., but there is nothing I or anyone else can do to prevent it. So lets profit from it.

Jim
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