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

To: edamo who wrote (133016)	6/16/1999 1:40:00 PM
From: Shadow	Read Replies (1) \| Respond to of 176387

I think alot of these analyst are talking out one side of their mouth and buying DELL from the other. We are up $1 today and according to I-watch its about 60% institutional trading!

To: edamo who wrote (133016)	6/16/1999 2:27:00 PM
From: freeus	Read Replies (1) \| Respond to of 176387

Hey EDAMO I got my margin down by half today selling covered calls. Decided that its too dangerous to be in margin in this crazy market. Just wish I'd done it when I should have, when I had a nice account with good profits. Freeus

To: edamo who wrote (133016)	6/16/1999 2:32:00 PM
From: Sig	Read Replies (2) \| Respond to of 176387

<<<the competitive factor as in "if somebody wins, then another must lose" would be a fatal mistake in the forward advancement of what dell has achieved. this has been my point to many on the thread>>> Nice post there... Sometimes I do a little backsliding to avoid the pain of watching Dell get beaten down.... So I bought a small position in IBM and have looked to see what "they" talked me into For 4 years 1994 thru 1998, IBM vs Dell Revenues IBM 64 to 81 bil in 4 years = +27% Revenues Dell 3.4 to 18.2 in 4 years = +430% EPS IBM 0.50 to .086= +72% EPS Dell = 0.05 to 0.53=+960% Working capital IBM- down from 12bil to 5 bil=minus 7 bil LT Debt IBM= 22 bil to 29 bil=plus 7 bil debt return on equity IBM= 32% Return on invested cap Dell = 195% Both these companies can be and are successful,but any value comparison (despite the fact they both make computers) would be more like comparing apples to wagon wheels rather than apples to oranges. How long before it becomes obvious Dell is a better investment. 1 mo., 2 mo. ? Sig

To: edamo who wrote (133016)	6/16/1999 5:55:00 PM
From: D.J.Smyth	Respond to of 176387

ot edamo, you want perception problems look at HS with over $9 billion in past and projected revenue and a current market cap of $230 million. there's a wee bit of a discount, wouldn't you say? the company markets IT exclusively outside the US, but got hammered due to a Euro exec caught padding vendor numbers. so lawsuits ensued and remain unsettled. an anlyst projected $.11 in earnings last qtr. they delivered $.0025; someone is thinking bad perceptions. certainly appears like an oversold situtation. CA (Computer Associates) infused $50 million by way of about 9% debentures convertible 2003 at $5+; more long term pressure. company is reprocessing sales to the net, and the market still punished them. some companies can do nothing right perception wise. insiders look nervous from filings. what a fun market. i don't own it, but would like to if they escape the wolf down here.