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Technology Stocks : Dell Technologies Inc.
DELL 128.08+4.5%2:19 PM EST

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To: Thomas J. Smith who wrote (110341)3/19/1999 7:47:00 PM
From: stockman_scott  Read Replies (1) of 176387
 
<<Told the IOM bunch to bail at 33 and change a year and a half ago... Now the Dell dudes have had their warning to get out!>>

Wow...you think you are wise don't you?? Don't even try to compare DELL (the S&P stock of the decade) to IOM. DELL's management, business model, talent pool, and ability to execute are SUPERIOR to Iomega in many ways. I'm glad you think you can read the charts and successfully short great stocks. I invest for the LONG TERM. DELL is still my largest position and its fundamentals are intact. You need to do some homework on DELL's new growth initiatives -- overseas, in the high margin server and storage markets, on the internet. I will be sleeping well tonight and have faith in Michael Dell and his team.

I'm LONG on DELL for the LONG RUN.

Good Luck Investing.

Regards,

Scott
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