Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: edamo who wrote (136863)	7/16/1999 4:23:00 PM
From: Murrey Walker	Read Replies (2) \| Respond to of 176387

ed...a lot of people were looking for the sis, boom, bah at the meeting and didn't get it. So what? The thread gets caught up with itself when an ”event” takes place such as the annual meeting or an earnings report, and that's unfortunate. I can't count the times that you have advised the downtrodden to, ”stay the course” and look at the big painting. Screw the MO MO's and so on and so forth. I agree with those statements 1001% ( yes I did add those extra digits). Me thinks that it's the heat in Boston doing strange things to ye laddie. Stay inside next to the icebox and keep cool. LOL! Have a Great Weekend, Ed!

To: edamo who wrote (136863)	7/16/1999 4:35:00 PM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176387

edamo, after all the media hype, I find that Dell restating "we see no change in future of the PC" is new. One thing that is clear to me is that growth rate is slower, but it is a mathematical result rather than a change in the competitive position or performance of Dell. If you want vision, I think a review of the slides from M. Dell's presentation should help. For tangible investor vision, I like to refer to Nashville. A deal big enough to make a liberal newspaper flood the streets with tears over perceived lost tax money. And then there is China and India. Y2K is another chunk of sky that looks like it will miss us, but the Stephen King CNBS faces will no doubt come up with a better story. Makes investing in Dell look like the work of those blind with faith. Cheers Mike