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

To: Patricia Walton who wrote (151454)	1/16/2000 10:44:00 AM
From: J. D. Main	Read Replies (1) \| Respond to of 176387

Patricia.......Ref: Dell in Tennessee. Excellent site----> Is that a pool those people are standing around? We don't have any time to spend on swimming. :0) J.D.

To: Patricia Walton who wrote (151454)	1/16/2000 11:45:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

A million sq ft here and a million sq ft there and I thought Kemble was, well, streeeeeetching things a bit.But then Dell is a Texan. Maybe he is keeping people employed so they won't have time to build that brick fence around the State as someone once proposed. I recall reading somewhere that Nashville(TN) would build the full line of Dell products. Seems wise to disperse operations in event of a local disaster, such as China invades Taiwan,or G W Bush doesn't get elected. Sig

To: Patricia Walton who wrote (151454)	1/18/2000 1:58:00 AM
From: calgal	Read Replies (2) \| Respond to of 176387

Patsy, Hi! from CNBC's WebSite. Hope Tuesday is a great day for the Dell investors! No warnings yet. Keep the Faith! :) Leigh "For today's investors value investing has clearly lost its allure. Let's face it: Who is going to look at a humdrum home builder when investors have lost their zeal for Dell Computer Corp. {DELL}? " cnbc.com Jan 13 2000 6:05AM ET More on Winners and Losers... Despite Tech Run, Value Still Matters by Eric C. Fleming and Heather Pauly CNBC.com In part one of this two-part series, we look at why value investing is out-of-favor, and why many experts think it will soon come back. Investors may have turned their back on value stocks in favor of highflying technology issues, but value still matters, many observers say. "Has the world changed, making technology more important that ever?" asks Bill Leszinske, president and chief executive officer of Harris Investment Management, which manages about $14 billion in assets. "Absolutely. But do I think value investing is dead? Absolutely not. If you look at the S&P 500, about 450 of those fall into the value camp. At some point here, events will come together and these [value] stocks will start to outperform." But investors aren?t entirely convinced. Consider this example: Investors in home builder Kaufman & Broad Home Corp. {KBH} dumped shares in the mid-?90s after investors got tired of watching companies in the sector misjudge supply, demand or both. Since then, Kaufman & Broad has worked hard to clean up its act, with some solid results: 17 consecutive quarters of meeting or beating year-earlier earnings results. Yet the strong numbers have fallen on deaf ears. Kaufman & Broad 2-year Performance Chart And the company is expected to extend its string to 18, when it reports what are projected to be fourth-quarter earnings of $1.28 a share on Thursday, up from $1.02 in the third quarter. For today's investors value investing has clearly lost its allure. Let's face it: Who is going to look at a humdrum home builder when investors have lost their zeal for Dell Computer Corp. {DELL}? "I think it's a lemming style of investing," says Lois Roman, portfolio manager at Scudder Large Company Value {SCDUX} fund. "People are running to where the hot dollar was." Value investing, or bargain hunting, was made popular by Warren E. Buffett in the 1980s, and has now seemingly lost its luster. There's a simple reason why: Microsoft Corp. {MSFT} founder Bill Gates can buy entire nations with his net worth, while Buffett is merely a billionaire. "Everything non-tech has been left behind," says Erik Voss, portfolio manager at Conseco Capital Management. "If it doesn't have a dot.com, people aren't interested." At a time when companies in the red can go public, promising to go on losing money, many investors don?t think it makes sense to look for safe investments. They want growth, and they are willing to take much bigger risks with their investments. People aren't waiting around for their investments to blossom over time. However, this may change and change soon. The Web stocks that raced to the public markets will either wither away or go on folding into one another. "WorldCom {WCOM} is guiding down revenue, AOL {AOL} said its growth will slow and Cisco {CSCO} has guided down revenue," says Scott Moore, the comanager for American Century's Value {TWVLX} fund. "All of these things are causing people to pause." In addition, the America Online Inc.-Time Warner Inc. {TWX} deal also pairs an online juggernaut with a blue chip, forcing those invested in this Web highflier to take a more value-oriented approach, since Time Warner is bringing in about three-quarters of the combined company's revenue. But there is one thing about the deal that maybe isn?t so impressive: The company?s expected combined revenue. At about $30 billion, that?s only as much as Kmart Corp.?s {KM} annual revenue, or less than Wal-Mart Stores Inc. {WMT} generates in revenue in just one quarter. And even the combined market value is barely bigger than Wal-Mart?s current value. But did anyone really notice or seem to care? Nope. That?s because investors continue their love affair with anything tech-related. Once all this has shaken out, investors will have some real earnings or losses to ponder, and they can stop speculating and get back to more level-headed investing, observers say.