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: rudedog who wrote (154352)	2/25/2000 8:43:00 PM
From: TigerPaw	Read Replies (2) \| Respond to of 176387

Why didn't DELL think about the deal with SUNW? Mort? the brain, he's thinking about retirement. Michael, he's thinking about the opera, and the museum, and the many civic honors that he has earned. Kev, The rest? they're peddlling as fast as they can. Things are going well now, but Dell is running on the edge. They have run on the edge before so things may turn out great but every facet of the company is at full tilt. I'm hoping there is no surprises. TP

To: rudedog who wrote (154352)	2/25/2000 9:21:00 PM
From: Yacht Trash	Respond to of 176387

Dog, Very astute and on the money call with your last post. I concur completely. Well stated and written. Thank you!!! YT

To: rudedog who wrote (154352)	2/26/2000 2:17:00 AM
From: TTOSBT	Read Replies (1) \| Respond to of 176387

Re: "Perhaps I'm a little disappointed by DELL's failure to maintain any recent gains, I guess - I am actually starting to see some signs of life in their strategy. But the arrogant boasts of the last year - the quote you supplied, the "50%" boast, the comments about "AAPL might as well liquidate", and the rest - just throw salt in the wounds as far as I'm concerned after a year of flat to down performance. I didn't like those boasts when I first heard them and I don't like them now. Winners don't need to boast, the record says it all." Rudedog great post cause this is exactly how I felt after Friday's trading in Dell. But my investing sense told me the real world doesn't react the way I perceive it should. It was my own expectations that created frustration. I want Dell at $75 yesterday so they have failed me terribly. Now I must accept reality and wait or make the decision to depart and brave new ventures as Dell is no doubt doing. This time Dell is not weakening on it's own but due to the entire market, February effect (second only to September) and MSFT/INTEL weakness. I choose to wait awhile longer before giving in to those emotional weaknesses. Truthfully it is not polite to kick somebody when they stumble. Just as you do not like idle boasting others dislike impatient musings IMO. TTOSBT

To: rudedog who wrote (154352)	2/28/2000 8:44:00 PM
From: kemble s. matter	Respond to of 176387

Rudedog, Hi!! RE: Perhaps I'm a little disappointed by DELL's failure to maintain any recent gains, I guess - I am actually starting to see some signs of life in their strategy. But the arrogant boasts of the last year - the quote you supplied, the "50%" boast, the comments about "AAPL might as well liquidate", and the rest - just throw salt in the wounds as far as I'm concerned after a year of flat to down performance. I didn't like those boasts when I first heard them and I don't like them now. Winners don't need to boast, the record says it all. I still believe what they have "boasted" about...Sure we could argue all month long about what they did and didn't do with regards to the landmines that they stepped on in 99....I personally don't believe they could control much or any of them ...And, I still feel we'll see some of those plans this year that DELL has been working on...IMO there are a great deal of pieces of information that are "out of box" which DELL is working on...I'm holding steadfast because I don't think they have ever been known for taking the initiative but have been a great fast follower... Best,Kemble