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

To: Harvey Ghesser who wrote (138542)	8/5/1999 5:35:00 PM
From: Murrey Walker	Read Replies (1) \| Respond to of 176388

IMO if a runup takes place, it will be very shallow. Wait and see is the attitude the street is taking. Post numbers that beat the whisper (whatever that is) and maybe a little movement north. Let's keep our fingers (and legs)crossed!

To: Harvey Ghesser who wrote (138542)	8/5/1999 5:42:00 PM
From: im a survivor	Respond to of 176388

Folks, Considering DELL was sitting at..what, about $32 or so not too long ago....then we wen't up a nice % to what, $42 or so.....and now, with the NAZ taking a beating ( not today, but in general )DELL is only down to what, $39 or $38 or so............well, this bodes well in my book. My heavily ladden Naz and internut portfolio has gotten smaccked bigtime the last month...especially the last week or 2. DELL is holding up just fine........and with lots of goodies up MD's sleeves that most people don't know about, the future looks as good as ever. Also...on an OT note...what about this crap now with Microsoft saying they are backing off the free or low cost isp statment..???? Man, I can't figure those guys out. First of all.....there aint nothing free that is worth a Chit.....Bill knows very well he can't give anything away for free.....My guess is that MSFT could be fixing to be broke up........in any event.....Old Billy sure did create a nice buying opp today. Those that feel aol is on the way out need only look at the numbers...they are a friggin cash machine. Mr. Prez just said a couple days ago that this qtr, typically very slow, has been awesome....he said aol is kicking butt and taking names. This was 2 days ago.....I tell you, I will stay with aol thru thick and thin. The only way I would switch from aol to any free or low cost service is if Billy decides to throw in free shares of microsoft to get my business......Anyway....who knows what the short term holds, but some people will be sorry they didn't jump all over aol in the $70's, $80's and $90's.....additionally, when DELL is sitting on about $120 this time next year, I feel a few will be sorry campers as well for missing the boat. JMHOOC

To: Harvey Ghesser who wrote (138542)	8/5/1999 10:40:00 PM
From: T.R.	Read Replies (2) \| Respond to of 176388

We have been in what feels like a never ending spin cycle since February, even before then. A partial list includes: - Pfeiffer stating the market was flat for everyone, not just CPQ - World economy worries - Greenspan about to speak - Greenspan speaks - Interest rates may rise - Unemployement too good - Economy too good - World economy might be too strong - PE too high - Only beat the street by one cent - Didn't enter the low-end market - Y2K worries - Michael Dell contemplating growing a second head - Spring frog crop down - Albino people no longer visitng the GAP I think you get my drift. Some concerns have some teeth to them, others are analysts, etc looking to get noticed. The bottom line is we've had a hell of a run over the past several years and now the stock is taking a breather. Personally I'm watching for what I THINK are good dips and adding small portions to my portfolio. I believe I am mentally prepared for Dell to drift in this range for some time, then once some sanity returns to the market it will become rediscovered. Dell has a great process, excellent management and a LOT of strategizing going on behind the scenes. Kemble has said several times about the "pain" statement Michael made. I believe it to be true..only time will tell. Good luck! Tom P.S. After all the preaching I didn't offer my opinion regarding the street. I don't think there is much to "wait and see" on with this company. Personally I think too many investors are making nice change by playing off the fears of the market. Others are concerned with the perceived threat of Y2K...and still others don't know what to make with the sector du jour. One day it's financials, then oil, then transportation, then retail, then techs...etc, etc. Too much turmoil.