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

To: Mike Van Winkle who wrote (146666)	11/6/1999 5:49:00 PM
From: Alohal	Respond to of 176387

Aloha Mike! I couldn't agree with you more. I also think that Dell's meteoric stock rise has created disappointment based on unrealistic expectation. No exponential growth continues forever, the expectations of such growth have a momentum all of their own. I think we are seeing this with the stock price this year. This year's breather, imo, is very healthy for the stock. There are disappointed investors who jumped into the stock after its huge run-up in February who seem to blame everyone and everything else for their bad timing. I have seen nothing recently that has caused me to lose faith in the long term prospects of this company. I think of Dell as the Wal Mart of the PC sector. The business model looks simple and easy to replicate, but nothing could be farther from the truth, especially with the large lead that Dell holds in this arena. I often hear folks on this thread talking about Dell as "dead money" this year, and I suppose that if one had poured all or most of their capital into Dell in February that would indeed be true. However, I and a number of others who post here have made good returns trading Dell as it bounces up and down within it's trading range. At some point, (fairly soon I believe) the stock will break out of that trading range and those who have held their shares will be richly rewarded. Cheers Alohal