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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Bill F. who wrote (132682)6/14/1999 6:48:00 PM
From: Tommaso  Read Replies (2) | Respond to of 176387
 
"you might say that my argument isn't with dell but with other investor's idea of what it is worth.hope that clarifies my position for what little it may be worth."

I have tried saying this on various threads, but it seems to have the effect of saying, "Well your poodle, Brancusi, is a really smart dog and a first-rate poodle, but Brancusi is not worth $1,250. You ought to sell him if you can get that much money for him."




To: Bill F. who wrote (132682)6/14/1999 7:44:00 PM
From: kemble s. matter  Read Replies (3) | Respond to of 176387
 
Bill,
Hi!!!

DELL's value is what anyone believes it will be in the future....I believe that technology has never seen the second inning...the game keeps being called and started once again with any number of new innovations...I ride DELL because his word and integrity has always steered me in the right direction..The DELL model IMO is unstoppable...for thousands of reasons others are finding this to be more true than they first imagined...DELL's competitors can attest to this...take CPQ...yes...take em'....I would never invest in them...I'm quite sure they found that DELL taking the "PAIN" this past quarter....has caused "MUCH PAIN".....and yes this discussion should be about the earnings......DELL's earnings have and will continue to be directed at the angle of the E in DELL....
"WE BELIEVE WE HAVE MORE OPPORTUNITIES IN WHICH TO GROW TODAY (9%) THAN WE DID WHEN WE WERE 5%"....

Best, Kemble