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


To: OLDTRADER who wrote (156153)4/7/2000 12:16:00 PM
From: GVTucker  Read Replies (1) | Respond to of 176387
 
OLDTRADER, RE: Investors are shunning "pie-in- the -sky"-WS BS for SUBSTANCE like DELL!About GD time.

I'm not sure what investors as a whole are thinking, but as far as the Wall St. crowd is concerned, they are looking at DELL as new pie in the sky.

Just about every analyst that is optimistic on DELL is basing that optimism on the guess that DELL will be a dominant provider in the Internet space, similar to the thesis in the recent Forbes article.

The substance side of DELL, primarily PC sales, is barely mentioned in this morning's analyst reports.



To: OLDTRADER who wrote (156153)4/7/2000 1:39:00 PM
From: kemble s. matter  Respond to of 176387
 
OT,
Hi!!

RE: -Investors are shunning "pie-in- the -sky"-WS BS for SUBSTANCE like DELL

"SOMEONE"...I admire very much ...mentioned not too long ago that this would some day occur....If profit has anything to do with investing that is...
:o)

Best, Kemble