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: edamo who wrote (149152)	12/13/1999 1:49:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

The only problem for DELL that is the use of branding campaigns by IBM and SUNW while bogus may become true in time if the the bogus claims are believed by the customer base. This is akin to a propaganda war in which the "big lie" becomes true after a while. I am no expert in branding but I can see the danger in not having a effective brand or in having ones own brand crowded out of share of mind by other brands which may be bogus. DELL's leadership has been in the "business model" arena so far. Their impact on the industry has been huge. So to say that DELL is not a leader would be way off the mark. DELL is a young company so I expect that the best is yet to come as it matures into a Fortune 50 company. There is opportunity for product innovation and marketing innovation. The seem to have the manufacturing and logistics down better than any other company. So while I would not mind seeing the stock run up to 100 in the next few months, I can wait. Play the internut stocks for a diversion. <g>

To: edamo who wrote (149152)	12/13/1999 3:13:00 PM
From: Didi	Respond to of 176387

For "edamo" from Takkahhwann on RG's DELL: "...Perception is a bad word that starts with a "p"! I know it exits in the market, but I rather it only exist among politicians. The link you provide points out that Edamo thinks M.D.is immune from dishing out stock rhetoric. Far from it. M.D. is a swift orator, and DELL's sharholder love-ins are nothing more than public displays. But his post should have even been more telling of DELL's problems. He states, "2/17/99 niles announcement dell at 82 1/2 (41 1/4 post split) 12/10/99 niles redux dell at 41 7/16 nice 3/16 move in 10 months!!!!" The analysts are a big part of DELL's problems. Is Niles against DELL? Do I suffer form paranoid delusions? His glaring omissions lead me to believe he has a beef with DELL. Niles' two DELL announcements were separated by 3/16 move, yet DELL grew by an average of 40% each quarter this year. DELL's est. next year growth is still around 38%. Why did Niles not point out the obvious- Continued growth, no stock movement, equals a much lowered P/E, and a highly attractive PEG!!!!! Bad journalism, bad analysis of the situation. Compared with the estimated growth of a CSCO; SUNW; ORCL; DELL, even with the "perception" of a slowdown, has an est. higher growth rate, a lower P/E, a more attractive PEG, and a lower forward P/E. Yet look at the movement of the other stocks YTD!! Certainly Larry Ellison, with his MS bashing and "thin-client bullshiit", and McNealy, with his .com rhetoric "play the perception game", but the analysts have helped these stocks out to no end with upgrades and raised price targets, while out of the other end of their GI tract, speak about DELL being overvalued, and computer slowdowns. Where is the responsible analysis. The numbers do not lie!! In a post much earlier, I pointed out that the analysts seem to not like the way DELL makes its revenues. They fall over themselves when they speak of 30% of GTW's revenues coming from "out of the box". Big deal. GTW now has a P/E of 50, with not nearly the estimated growth of DELL. Did not stop Barrons from calling for a one year price target of 140. Rediculous. I will not even mention the Amazon's, the RHAT's, the VA linux of the world, or the moron analyst who called for a 360 dollar price target for va linux. The analysts are dopes, but investors listen to them. They have been an instumental part of DELL's problems. DELL's problems begin when they consistently miss estimates, or screw up the way CPQ did..." ragingbull.com