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: Boplicity who wrote (150691)	1/7/2000 1:42:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

Greg, I would agree with you IF you are saying that it will be difficult to hit a home run with Dell (ie. 100% or more gain this year) vs. a single/double (25/40%) gain....However, even within the "harder" investment environment in which you envison...Dell should still do well....I would think that (a harsher environment) would more likely mean that (1) E-tailers (and other weak internet concepts) will get pounded (stock) and some go out of biz and (2) The 1,000% multiples that some stocks have...will be harder to come by and (3) All stocks will get absolutely crushed (a la Lucent) if they miss.....To bet against Dell during a major Microsoft upgrade year seems a bit risky, no....at the very least, counter-trend? Or do you NOT think Dell is a sure 25% or better (if they execute)....or that too low a hurdle rate for you <G>

To: Boplicity who wrote (150691)	1/7/2000 2:11:00 PM
From: Sig	Respond to of 176387

Greg: I have more or less maintained position in Dell since May, replacing some shares with Leaps to provide cash for faster growing companies. Being fully invested, I need the stable growth rate with apparently assured future shown by Dell or I would not be able to stand the pressure of owning only Yhoo or other wild ones. I was expecting maybe 60 or 70 by Feb on Dell, and we were not far away when up to 53 from a low of 32, and could easily get to 60+ with an earnings run-up. A goodly return for the year I would not want it to go over 70, because that would be followed by many months of gyrations. To put it another way, if one wanted to sail off on a yacht out-of-touch for months, or look ahead several years, Dell is one of the best stocks to own.(IMO) Meanwhile, holed up on the Texas prairie, I enjoy playing the Nasdaq lottery and watching the Qcoms grow. It is unfortunate that the PC industry and Dell especially, is subject to so much criticism, talk, and speculation. I think some of that derives from Dell staying away from the NYSE, keeping banker dealings to a minimum, and generally setting a new way (and very profitable) of doing business. Changes that are often not welcome. Well, yeeeeeeeee gosh, CPQ may have to change just to keep up. Sig