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Technology Stocks : Dell Technologies Inc.
DELL 126.59+0.1%3:59 PM EST
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To: Sig who wrote (87729)1/5/1999 12:37:00 AM
From: On the QT  Read Replies (1) of 176387
 
Hi Sig-
You said:
"IMO it is an error to limit the (long term) upside potential on Dell. Leave that door open if you can find the courage".

How correct you are. We sometimes forget that long players whether we realize it or not are always in action and always risking their (our) bankroll! It easy to do for those who can't determine when to jump in and out of their investments. Or those who are so confident that in the long run they are going to be better off this way than any other. But it is real hard to do, when you see your friends getting big returns on stocks that have no where the "credentials" of a Dell.

Dell not only has to compete against its own history, and those competitors who finally admitted they need to try to get a bigger share of the Internet direct product market, they also have to compete for the hearts and minds ( read investments/ trading dollars) of their shareholders!

Now both Voltaire and Greg can't both be right. But one may be correct. Suppose that leading up to earnings time Greg is right in saying Dell is dead money ( trading range with no real gains going towards Feb. earnings), and Voltaire says maybe 10+ points or so going into earnings and he calls it correctly. How do you play that one?

Then lets say we all are in general agreement that Dell should blow them away (or some shareholders will fly elsewhere) at earnings time. How would you handle your money?

Regards,

QT
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