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Technology Stocks : Dell Technologies Inc.
DELL 122.54+4.3%3:59 PM EST
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To: Uncle Frank who wrote (82154)11/24/1998 2:07:00 PM
From: Voltaire  Read Replies (1) of 176387
 
Uncle frank - first let me thank you for your kind remarks. The intelligence and vibrancy of the Dell board members is what attracted me in the first place. I have really enjoyed the interaction. If I told you that Dell is a SCREAMMING buy I would be lying to you and I do not post to just please and placate. Is Dell a buy? Yes, but what kind of buy depends on your AGENDA. If your agenda is to see almost exponential growth over the next 3 to 5 years, then to me it is the best bet in the market. The implication of SCREAMMING to me as a result of MY AGENDA is " if you buy me I will make you a 75 to 100% return in say 45 days. I hold a big position in Dell but I go to work in the Casino every morning with the rest of my stocks and buy or sell based on psychology and timing of what I see in the Casino at that moment. Nothing more and nothing less. A good example was this morning when the masses were scared to death of AMZN. Not that I am in love with it, but there was obvious MANIPULATION by the Casinos. I will not stand by and not make money on that action. I just did not want to accentuate it that much because it is not for everybody. So called screaming buys do not do as much for my comfort zone as much as logical buys. I don't want to sound pretentious but how anybody could have not bought AOL at the split is beyond me. But like I say I am into CONFIRMATION. In closing I can also say, why any long term investor would not buy Dell here is also beyond me.

From the porch

Voltaire
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