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

To: TTOSBT who wrote (153802)	2/12/2000 6:45:00 PM
From: Mick Mørmøny	Respond to of 176387

Re: Both of us see the train in the rail yard -the obvious. Your view assumes it's slowing down and entering the station while mine sees it leaving the station. LOL! Yeah, baby, rrrrrramirrrez! The train is on a treadmill moving erratically forward and backward. It's like my exercise without massage. :D Enjoy the weekend, whatever left of it. Mick $$$

To: TTOSBT who wrote (153802)	2/13/2000 9:03:00 AM
From: edamo	Respond to of 176387

ttosbt...re "overly criticize redux" appreciate your comments....in spite of my stance toward dell management, i believe the stock is bottoming, providing no more "surprises" but the company, not the stock is at the old andy grove "strategic inflection point" it will take a tremendous shift in management philosophy, to understand that the sun does not forever shine...nothing wrong with owning an umbrella.... i only attempt to temper the comments that fail to take into account that things have changed. the very thing that slows growth is the magnitude of the corporation, that was a product of its success. in itself great, but as an investor the magnitude of past gains are improbable going forward. no negative market or specific news for the next quarter and it will drift with an upward bias....the street will be oh so critical of how dell the company handles the next quarter........if accepted, a continued upward bias....if more surprises, a loss of confidence in the stock, flat to slight downward bias, basing for however long it takes to get the spark of interest back... at this level, an average return of 10-15% most probable... thanks for the logical discourse...always appreciated ed a.