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

To: Boplicity who wrote (133053)	6/16/1999 4:48:00 PM
From: Henry Niman	Respond to of 176387

Phil Dow, Portfolio Manger Dain Rauscher Wessels was on CNBC this evening. He liked DELL. A synopsis of his report is linked to techcognizance.com

To: Boplicity who wrote (133053)	6/16/1999 4:49:00 PM
From: Frank Ellis Morris	Read Replies (3) \| Respond to of 176387

<<DELL should get it together and build this part of the computer industry into it's model, service is too large a piece of the pie to let go by. It's time for DELL to grow it's model or be left behind. Selling PCs is not going to do it for them anymore.. << Since the Nasdaq had one of its largest point size advances ever shares of Dell performed rather poorly. One would expect the stock to be up 4 ro 5 points. Michael should have been pounding on the table when the stock was downgraded. I hope those who attend the next shareholders meeting will not allow him to get away with talking about the same old bla bla bla and yada yada yada about the potential of China and outer space. Mr. Dell needs to win the respect of the investment community and not blow it on days like today. Frank

To: Boplicity who wrote (133053)	6/16/1999 4:54:00 PM
From: Patricia Walton	Respond to of 176387

The guy who cut our earnings' estimate did us a big favor...those huge expectations got us where we are today, IMHO... Patsy

To: Boplicity who wrote (133053)	6/16/1999 5:08:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

greg...dell left behind??? i'm a long time dell shareholder, and maintain a large dell short put position. it is a remarkable company, but i'm realistic, it can stay in its niche and be the number one pc/server whatever maker in the universe, the company will be extremely profitable, but the market will not value it with the high pe that it has had...this is my concern the service market is huge, but the dell process model cannot be adapted to other than assembly and manufacturing...all service is to order, it is folly to think they can challenge ibm with an outsourced service division...why use unisys or wang through dell, unless of course you are a dell customer...ibm services beyond their installed hardware. so what is the answer isp's, free pc's, lower prices...none are the things that a future grows on...dell has the ability, just keep on listening to "mikey"...hey it's growing faster than the s+p, hey watch this space, hey we are coming out of the box...hey "mikey" stop repeating yourself, say something fresh....maybe kemble has an answer, i know he discovers a new piece of the puzzle every day....but should business/investment be as a puzzle....