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

To: Ed Forrest who wrote (142098)	9/15/1999 11:43:00 AM
From: edamo	Read Replies (3) \| Respond to of 176388

ed...."buy more dell" perception over reality....how naive, haven't you learned from the "threadsters" that there is no such thing as "perception".... dell is all powerful, it will conquer the world, it is the biggest of the big....just look at china, "mikey", "mort", "kevin" see this as their second largest market...."reality", why because they said it....in spite of the fact (perception??) that only 5m out of the prc's 1.2b population have the expendable funds required to purchase a low end pc.... better take my tongue from my cheek....my jaw is beginning to ache... the fed is your friend, they have guideth us to green pastures....i cannot imagine prospering without quasi government leadership... did ya ever notice how when the dollar weakens...oil price increases???.......wonder why the "economists" haven't grasped this mystery....

To: Ed Forrest who wrote (142098)	9/15/1999 11:44:00 AM
From: TRCM	Read Replies (1) \| Respond to of 176388

Ed - Re <<<Perception vs. Reality>>> The "never sell DELL" mentality is foolish I agree...I've always been of the opinion that you can never fault a profit taker, regardless of how constructive he/she may be on a particular investment. There is also no danger in initiating a short or buying short dated puts on a stock if you are looking for a technical pullback or retracement, despite the fact that you may still be very bullish longer term. Where DELL is concerned, I find it difficult to pin point the reason for the stocks failure to ever follow through. Perhaps, as many have suggested, it is a "perception" issue of DELL the company, which hurts DELL the stock. This being the case,it is the responsibility of DELL management to develop a more effective investor marketing strategy, and re-evaluate how they disclose company news and key information...but who knows. For now, trade the range, and ignore the periodic flashes of brilliance, until DELL proves it has gained the ability to follow through...

To: Ed Forrest who wrote (142098)	9/15/1999 11:44:00 AM
From: Frank E W	Respond to of 176388

<<I am a trader >> Perception of a trader VS the perception of an investor ? traders have a short term outlook investors a longer term outlook.. mine happens to be 5 years... was DELL a bad buy at 55? hindsight says yes but will DELL be a bad investment at 55 5 years out? only time will tell Frank

To: Ed Forrest who wrote (142098)	9/15/1999 12:02:00 PM
From: Craig Lieberman	Read Replies (1) \| Respond to of 176388

Ed, Re: Imagine if you will the new to Dell investor who bought in Feb in the 50's and now sees a loss of 15% in the value of his investment. I used to work for a guy who thought like that. He bought 300 shares of DELL in 1989 or 1990 and sold a few months later because he believed that the run-up was finished. He has been kicking himself ever since. You can feel foolish buying DELL shares for some time. That may be minutes, hours, days, weeks or even months. After that, you begin to feel DELLish. Those people who bought in the 50s will see their money whole again in the next few quarters if not sooner. After that, the stock will look better than most other investments. Most people including myself time the market incorrectly. They buy high when the stock is soaring, and sell low when the market looks ugly. I can't predict those highs and lows. My hat is off to you if you can. I have to rely on dollar cost averaging and buying stocks(DELL) when I can afford to add to my position. In the long run, I may not make as much money as you do trading. But I spend less time watching it, which adds to my quality of life. Craig