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


To: PMS Witch who wrote (149657)12/21/1999 9:23:00 PM
From: D. Swiss  Respond to of 176387
 
PW, what you are not focusing on is that Dell has, for the most part, not participated in this rally. How many companies that have can boast of cash eps of 2x eps, an ROIC of 281%, a growth rate of 40+, continuous dominance of their industry and a deep, legendary management team? This is a company that also has very powerful market share gain potential abroad.

This is the beginning of a Dell run, not the end. I have been long Dell since 11/95 and have made a fortune on it. I believe Dell is an excellent long term core holding. The minute th story changes, I will move on.

:o)

Drew



To: PMS Witch who wrote (149657)12/23/1999 4:38:00 PM
From: D. Swiss  Read Replies (2) | Respond to of 176387
 
Pw, do you want to rethink this post?

:o)

Drew