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

To: Dorine Essey who wrote (149010)	12/10/1999 2:54:00 PM
From: edamo	Read Replies (3) \| Respond to of 176387

dorine...re: "you have held..." i've held great issues for long periods during my thirty years of investing. it was much easier even ten years ago, when an 8-9% appreciation was stellar. those days are over. you mention of msft and sunw, throw in intc and csco. now compare the positive forward vision of gates/ballmer, mcneely, grove, chambers with michael dell........ i throw it back to you, kemble, wbm, any dell staunch supporter...other then the obvious, what has michael dell stated the future of dell to be, that would take them into a non pc centric world. reports out this morning that in a few years hand held devices will numerically outstrip pc's as the form of internet connection. read rudedog posts to darrell smith on wireless....dell not showing anything concrete. if they don't defend the share price at this point, they never will not telling you or anyone to sell, that is a personal decision. i've made mine, sold 20k shares recently, tremendous profit....why? don't want to see that amount lie fallow with no return, in a market that is almost difficult to pick a stock that doesn't move up!!! look at the pc sector since february.... why is dell odd man out???? compare with hwp, rebounds from 72 to 110 with the help of ms. carly f....she did her job!!!! good luck.... ed a. p.s....great to look at i-watch, but remember my post to you when the mega volume at 45 was crossing with no movement. if on balance buying exists, and demand is stronger then supply stock goes up. there is always two sides to the trade, be it buyer or mm.

To: Dorine Essey who wrote (149010)	12/10/1999 5:34:00 PM
From: Chuzzlewit	Respond to of 176387

Dorine, if you are a buy and hold type why get bent out of shape? Niles puts his personal reputation and livelihood on the line when he makes these calls. And analysts for the major houses have a better pipeline into the company than do you or I. So take his comments for what they are worth. About eighteen years ago all of the analysts were singing the praises of Baldwin United -- except for one: James Chanos who warned investors of the ultimate collapse of the company. He was right, and the cheerleaders were wrong. If Niles is correct, wouldn't you like to know? We need these people to temper our optimism, and to challenge our assumptions. IBM warned of Y2K slowdowns. If it happens to IBM (which competes with Dell in certain lines of business) why shouldn't it happen to Dell? The bright side is that IBM was very bullish in their comments for the period following the first quarter. Happy holidays, CTC