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

To: kaka who wrote (158796)	7/24/2000 8:35:46 PM
From: John Koligman	Read Replies (1) \| Respond to of 176387

K, They have been talking about new buildings forever on this thread. Having said that, it's hard to see anything BUT strong server demand ahead, however I think the other hardware heavies are now quite wise to Dell and consequently, Dell won't have quite as easy a time in this segment. Having said that, back to the buildings. It appears that you are from this neck of the woods, so perhaps you are familiar with the IBM story. I like to tell it every few years. Back in the early 1980's I used to sit at presentations where IBM execs would go on and on about how IBM would be a 100B company by 1990. It seemed that every time Mr. Page put up a prefab building here in Dutchess county, IBM moved in and leased. All those buildings are now either leased to someone else or vacant, and Westchester County is only now recovering from the office glut created when IBM started to vacate some of it's trophy properties in the county. IBM had lots of smart guys working for them at that time, as the company still was the computer industry for the most part. We all know how it turned out. Regards, John

To: kaka who wrote (158796)	7/24/2000 10:07:27 PM
From: TigerPaw	Respond to of 176387

IDC report and revenue warning topples the stock over 11%. I don't take this as Dell specific, but such a selloff from a report that isn't that bad indicates to me that there is still a lot of general market nevousness out there looking for the trigger to a big selloff. TP

To: kaka who wrote (158796)	7/25/2000 3:25:55 PM
From: mepci	Read Replies (1) \| Respond to of 176387

Feeling sick: Kaka why? You want the stock to be at 100 p/e. We all know we are playing this game with the big boys. All the camradiery here doesnot negate that fact. Stop dreaming, and work out a strategy that is best for you. Don't expect Michael to make the money for you. You make your money make money for you. Take this p/e of 75. Will you buy a bond that will give you less than 1.5% returns. If you bought your stock on pure earnings basis or even pure growth basis alone, you are kidding yourself. Only reason we are paying this price is because this property is at a premium right now. There are a lot of factors that can change a premium property to ghetto. So expect ups and downs, play the game accordingly. I will be quite happy with Dell at 40 or even 30 as long as the fundamentals did not change. so like before welcome every oppurtunity for a downturn, and most of all set your goals and strategy. I don't want to give a towel to our cheerleader.

To: kaka who wrote (158796)	7/25/2000 11:32:51 PM
From: Mike Van Winkle	Respond to of 176387

Kaka, re: but an IDC report and revenue warning topples the stock over 11%. It is tough to have spin take the shine off a sensible stock trade, but unless you are a trader, short term is not the point. At any rate, Dell will be back over 50 in the short term. In regards to using 51 last December as a benchmark for a 30% expected rise of Dell is to use a localized peak instead of a moving average for a growth trend and not reasonable. On the other hand we could easily see a peak of 70 by years end. Dell has been a particularly hard stock to invest in from a long term point of view for the last 1.5 years because of the large swings setting up large expectations and then killing them. Sunw is nearing the end of its PE expansion, then what, people who are used to recent large rises will be sick of it too as it goes through gyrations. Best, Mike