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

To: kaka who wrote (159623)8/14/2000 3:21:18 PM
From: D.J.Smyth  Read Replies (1) | Respond to of 176388
 
Dell has 3.5X the cash (nearly $9 billion) of SUNW; only 35% less than Intel's total pot.

the management of the cash is where Dell will move.

other than emotions and thinks-so about maybes; Dell remains a strong force moving forward. they remain well positioned despite a Europe that was weak the last two qtrs. Europe remains 2 years behind the U.S. in computing; and they're falling farther behind each day. they simply can't enter the new era totally on the back of a cellphone.

please show me a company with stronger fundamentals, and better positioned to move on South America, Asia, and China in Enterprise and PC - these areas still comprise 70% of the world population.

US-centric views regarding growth are passe.



To: kaka who wrote (159623)8/14/2000 10:40:04 PM
From: mepci  Respond to of 176388
 
Kaka: When you stop the rain in NY, can you also stop the rain in Washington. July, we had twice the average rainfall for the month, with no let up this month. You think this is because the rain gods got mad at the kid?, hahaha.
See if you had written the LEAP calls at 54, you could have taken a few bucks home, yeh.


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