SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc.
DELL 138.80-2.7%Nov 11 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: PAL who wrote (82567)11/28/1998 12:33:00 PM
From: B.J. Lee  Read Replies (1) of 176387
 
Hi Paul:

I understand your frustration (and mine too) about the current DELL price despite of all hyper charging stock market. However, I disagree with you about sending e-mail to DELL about dellmart idea. I would like to see DELL price increase due to their prudent business growth. Dellmart idea is simply repackaging DELL's current business into internet flavor to ride the internet frenzy. No new business fundamentals there. DELL have more than $10M/day business over the internet and market knows this already, and I believe the current DELL's price fully factored in this fact. In fact, I will be really worried if DELL even considers to do this just to boost its stock price. It is a kind of stock price manipulation. I prefer not to see this. I believe that there is something that market knows, but we don't know. I don't know what is that either. But something is not right. I am also ready to lighten up my DELL. I will keep my core position of DELL, but I will unload about 50% of my position on any strength. This is very similar to CPQ's price movement since last year, and I am glad to get rid of my CPQ in early stage. Thanks. B.J.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext