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: JRI who wrote (139410)	8/17/1999 12:02:00 PM
From: OLDTRADER	Read Replies (1) \| Respond to of 176387

RE:John-excellent-Only one comment---I personally am of the opinion that the sellers have been well shaken out at his juncture.Hope I am correct.Best wbm

To: JRI who wrote (139410)	8/17/1999 12:27:00 PM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176387

Evolution (gradual change) vs revolution (no change then big change) in Dell stock price is the question in my mind going forward. My WAG is the later for periods less than a year and the former for periods greater than 18 months. I don't see any more old Dell style revolution in price growth for long term, just a slow 40% yearly stock price growth rate <G> On longer term issues at the heart of real business: 1. What is the real story in German market growth, and does Dell have a good short term fix for it? 2. Why has Dell ignored India for so long and do they really see the error of their ways? 3. Does Dell need to compete with the Korean low quality computer products to compete in Asia/China/India? Any thoughts? Mike