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


To: AJ Berger who wrote (149665)12/21/1999 10:35:00 PM
From: Norm Tock  Respond to of 176387
 
Disagreeing is one thing - being nasty and rude is another. Not necessary. I don't find anything new or informative in what you post.



To: AJ Berger who wrote (149665)12/21/1999 10:49:00 PM
From: TigerPaw  Read Replies (1) | Respond to of 176387
 
another opinion to consider
To be fair you did give a list of reasons for which you think Dell will fall short this quarter, and that is better than many of the posts which predict Dell's immediate plunge to $3. I think that list of reasons showed short term tactical items, items which are a large part of why Dell stock did not move significantly for many months. Shortages in Coppermine or Rambus or LCDs are just that, a short term phenomina. These items may have a lingering effect on the current quarter but in the long term they are just noise. For the most part current stock pricing will be based on expectations for next year.
And the last examples, entering the consumer and appliance market late, that is a Dell hallmark, Don't enter a market until it has been shown that it will be big enough to support the kind of volumes where Dell excells. It does appear that Web PC and Rambus are arriving late in the year, but this isn't the movie business where missing the season blockbuster means you have to start over. These products are going to continue and accelerate with Windows 2000 and even cheaper faster appliance offerings.
TP



To: AJ Berger who wrote (149665)12/21/1999 11:18:00 PM
From: Sig  Read Replies (1) | Respond to of 176387
 
<<<I'm doing potential shareholders a favor >>>
A few years back there were ~6000 Dell shareholders.
Add to that about 14,000 tenured Dell employees who were granted
200 shares each. Call it today what you will 20k or 71k total
US population as of 11:00 PM tonite was 274,171,875
And you are worried about those roughly 274,100,000 US
people who don't own Dell?
Its a sad thing they did not participate in the 100,000%
runup in the last ten years.
Your generosity overwhelms me. Are you running for office?
Sig