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

To: Lucretius who wrote (140170)	8/23/1999 8:04:00 PM
From: jttmab	Read Replies (1) \| Respond to of 176387

And so it shall be. tscn.com Regards, Jim P.S. LT, You've got to start that thread.

To: Lucretius who wrote (140170)	8/24/1999 2:14:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

LT, I continue to be amazed at your dour view of the economy. Obviously, when people like me invest in companies like Dell we have a positive view of the economy as a whole over the long term. We have the underlying notion that business is not only vibrant now, but will continue to improve. We look at developing nations as potential customers, and we view the Asian turnaround as palpable. And we feel that technology will lead the way. You, on the other hand, seem to be waiting for the world to implode. Your fascination with gold is an interesting case in point. Gold is virtually useless as an industrial metal -- demand for it in electronics is a very small part of the market. Its major function is a hedge against deteriorating currencies. So the question that I ask is why do you feel that world currencies will deteriorate? Are you one of those millenial doom sayers who have found some obscure Biblical quotation predicting the Apocalypse within a few months, or have you firm economic reasons for believing in the demise of the world economy? For the better part of a year you have been telling the thread that this is our last chance to exit Dell. Yet the fact is that DELL is up around 50% or so over the past 12 months. While revenue growth in percentage terms have declined -- a decline that was to be expected because of Dell's increasing market dominance, it should be clear to all that Dell has emerged as the premier computer company world wide and continues to grow its revenues at better than twice the industry as a whole. And declining component prices have not hurt Dell's margins. Finally, Dell has convincingly demonstrated the power of e-commerce in what is essentially a commodity market by separating itself from the pack using "virtual integration". So what, precisely, are the sources of your misgivings? TTFN, CTC