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

To: Sig who wrote (159308)	8/9/2000 1:59:18 PM
From: stockman_scott	Respond to of 176387

Sig: I always enjoy reading your posts... Who knows, DELL may surprise the skeptics once again...I sure hope they do since my relatives have been patient DELL shareholders (like you and Kemble)..<G>. At the moment the market is fascinated with fiber optics stocks -- that is the RED HOT sector....look at how my AVCI is running (I was fortunate to buy it 3 times in the 90s on the IPO day)...The sentiment in the networking / fiber optics field is extremely positive and I am taking advantage of that with my investing. Yet, this won't last forever. DELL has had quite a run but in the last 18 months its flattened out...I am confident MSD and his team are working hard to diversify their revenue streams more and aggressively ramp up in the higher margin areas (like storage)....not to long ago DELL and EMC had the same market cap...now check out the difference...its pretty amazing what momentum investors can do for a sector and a stock....;-) Best Regards, Scott

To: Sig who wrote (159308)	8/9/2000 2:21:31 PM
From: Jean M. Gauthier	Respond to of 176387

Hi sig, no problem, but PC's here, at my consulting gig are not where the action it... It Java, CORBA, EJB's, SUN SuperServers, EMC storage arrays CISCO Data Networking gear, Nortel Optical , MySAP.com, ASP etc etc. I am NOT Wall Street, just that PC;s & DELL is in a commodity business and as for desktops, are a massive afterthought compared to what I just said above. Invest in a business that's an afterthought, not me. IT has moved on from PC/Departemental centric computing, and is going back centralized. 4 & 8 way Pentium servers with Nt2000 is not centralized, it's departemental at best. Dell is low now, and is a good risk to take... But if they miss on the top line, AGAIN, they bring down the stock again, and probably the whole NasDaq... I do not want that.... Take care Jean