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

To: JRI who wrote (150752)	1/7/2000 6:19:00 PM
From: Craig Lieberman	Read Replies (3) \| Respond to of 176387

JRI (and all), I am responding to your message, but this is a more general question. I see you plan to hold DELL much longer, and I commend you on this. When is the best time to buy a stock. When the rest of the market is in a route and the strongest hands holding the stock have considered selling or are selling the stock. I consider it capitulation that Greg, VENKIE, and LONGonDELL have sold their positions to chase greener pastures. I have also lightened up on DELL to make it only 75 percent of my holdings rather than the full 100%. (gosh, this was a tough decision). But who is buying these shares? Not the shorts, but new longs (big guys?) or traders. We are in a period of increased volatility for the stock that won't settle until after 2 quarters of upside surprise. Michael can't provide that surprise if he doesn't downplay the stock earnings. He has to leave open to question the numbers so that "whisper numbers" don't creep up. With a resounding upside surprise, the stock will take off again. I am long in this stock for the power of compound growth. The stock is a value play here. For 10 years growth at 35-40%, my portfolio will provide my needs forever. What would $1000 invested in GE stock when it listed was part of the DOW, be worth today? I have no idea, but it is certainly millions. GE grows at 13% per year and rarely surprised to the upside. Yet its stock grows around 40% per year... Here is a thought experiment... Take your current position in DELL and multiply by 1.4 about 10 times. (multiply it's value by 28.92) That is its value in 10 years if the stock only tracks its current growth rate. Eventually, the earnings overpower the share price and force it higher even without an expansion of the PE. 1000 shares worth $46K today will be 1.3 million in 10 years. Many on the thread already hold 10,000 shares, 20,000 shares. 13 Million, 26 Million. How much money do we need? How can we help other people? That is the real question. Don't we all feel better about life when we reach out and help someone else. Our money can certainly help. But it doesn't keep us warm by itself. Its what we choose to do with it that makes the world better. Eventually strong handed longs will be rewarded handsomely. If I am wrong, I guess that I pay the price with my allocation of assets. Craig OT Visit my CD music site if you get a chance. 3dconnections.com I am donating the profits to National Parkinson Foundation, Inc.