SI
SI
discoversearch

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: stock bull who wrote (153571)2/10/2000 8:05:00 PM
From: Richard Forsythe  Read Replies (1) | Respond to of 176387
 
If they can grow earnings at 30% going forward, that's about as good as MSFT. Dell's PE is lower than MSFT.

>> Does anyone think Dell is still a good investment?

Do you think Microsoft is a good investment?



To: stock bull who wrote (153571)2/10/2000 9:28:00 PM
From: baruch29  Read Replies (2) | Respond to of 176387
 
Where is the party?Didnt they "make the number"?Where is everyone?Kemble where are you?What does this empty thread mean????



To: stock bull who wrote (153571)2/10/2000 10:25:00 PM
From: calgal  Read Replies (1) | Respond to of 176387
 
Larry, Hi! Did you listen to the Conference Call?

Thanks for posting the article. I was in a meeting and was not able to check the news all afternoon.

The article said ...
"Also during the conference call, Dell officials said the company would continue to expand beyond its traditional focus on PC systems, as well as more recent moves to provide Internet access and technical services."

What does Dell have planned? How will the Street react tomorrow? I think Dell has been wise to get the Street off this euphoria. We can expect real earnings and excellent management. Dell will still deliver. They like to under-promise and over-deliver. I am still long and hanging in there.

Leigh



To: stock bull who wrote (153571)2/11/2000 12:45:00 PM
From: kemble s. matter  Read Replies (2) | Respond to of 176387
 
Steve,
Hi!!

RE: Does anyone think Dell is still a good investment?

Yes...Think of the possibilities that FAST alone can bring for DELL in the server market....They currently are selling more servers than SUNW....The two "Bismarck sized" server facilities in Round Rock haven't been built for no reason at all....Michael yesterday reiterating the comments from Barrett ...during the August DELLCONNECT conference...."5% of the servers are now in existence that will be needed for 2004...and those 5% will be obsolete"

Best, Kemble