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: Finder who wrote (138951)	8/12/1999 9:28:00 AM
From: Lancer	Respond to of 176387

-OT-Does anybody have any thoughts about MMCN - MMC Networks? - Thanks in advance and regards to all. Luciano M. Trentadue

To: Finder who wrote (138951)	8/12/1999 9:56:00 AM
From: Boplicity	Respond to of 176387

His concern are correct. Near term he put a hold on DELL long term a buy, very prudent in my mind. The upcoming earning release will determine if DELL has adapted and will set the stage for DELL's stock movement for the rest if the year. Once the earnings are release he can change his mind, if DELL does in fact show that they have adapted. When I came out a said that DELL was dead money a few months back, I said at the time that they would have to grow into their PE. I feel by now they will have shown that they can continue to grow in the 40 to 50% range, while keeping margins steady as the move up the enterprise chain with their server biz. As an added and unknown factor that will contribute the a change in sentiment toward DELL is their move to diversify which will be more apparent in this earnings the the last. While I do not expect to see the same kind of mood change that GTW got, DELL will show that they have adapted. Much more needs to be done, and I confident that DELL is up to the task, that's why I still own shares in DELL. Greg