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

To: willcousa who wrote (159443)	8/10/2000 8:55:55 PM
From: Sr K	Respond to of 176388

I think the chances of a hike by the Fed are now at least 60:40. I had been thinking about 10%. Reason: the unusual openness this week and pr for 3 days at NBR. Why would they want the public, at this particular time, to have an increased comfort level with their decision-making process, and the governors? The Tuesday interview said as much, it could go either way depending on the latest data out the morning of August 22. The Fed would like to raise interest rates if they think that is the right move, and have the public understand and "appreciate" that it is for our own good, to control inflation.

To: willcousa who wrote (159443)	8/10/2000 9:19:08 PM
From: John Koligman	Respond to of 176388

CSCO got hit also, but I have a very hard time thinking of stocks such as CSCO, AMAT, and SUNW as bargains. I think it more likely that eventually they will be afflicted with the 'Dell syndrome' at the slightest sign of things slowing down for them. Guess we will have to check in at the end of 2000 to see if Mikey made good on his statement about '2000 being a super year for Dell'... Regards, John

To: willcousa who wrote (159443)	8/10/2000 10:46:39 PM
From: Sig	Read Replies (2) \| Respond to of 176388

Willcousa: << AMAT had a great quarterly yesterday, a conference call that was upbeat on all cylinders and they got hammered today. There are sell-offs on earnings announcements without regard to the content of the announcement. <<< I had a few old rules- When Greenspan speaks the market goes? Ans. Down \/ When a tech stock reports, the stock goes ? Ans. Doun \/ "They", the great ones, now know we are suckers for a run-up to earnings or a split, during which they sell at a high. I do not know how they take it down afterwards but they do. I bgt calls on both Amat and Csco before those earnings, and escaped only by my chinny chin chin, selling 2/3d of them when they still were up. Each of these market days proves Warren Buffets concept- buy at the lows only. Anyone who did that on Dell in the past is still ITM, but its not very easy to do. After 7 years I've had enough Dell and will lighten up - going more to Emc, Sdli, Glw, nt, etc. The tax penalty will be 31%. I agree with many of Rudedogs statements. Dell presents a positive case before the analytical jury, stating high growth in many smaller segments of the company but the 30% overall is not showing. My error (in estimating 30%+)was in the assumption that 36000 people would produce 50% more than 24000 people. Not true - the revenues per employee have fallen off sharply from around $1mm to maybe 870k. Reason may be that many are employed in Gigabuys, in helping set up ISP's, in dealing with premier pages, in now selling to smaller companies with smaller orders or in recycling, rather than production. Michael has done wonders with the PC and the game is not over yet. If Dell ever gets enough manufacturing area built, they could well start building units for IBM providing a jump in revenues. Sig