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

To: D.J.Smyth who wrote (161614)	10/4/2000 6:38:00 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 176387

Between last week and this, the company line seems to have lost 3% of revenues. What if it loses another 3% between now and reporting? Or worse still, 3% a week? That's the real problem once Pandora's Box is open -- Fear, Uncertainty, and Doubt. JMHO, of course. Charles Tutt (TM)

To: D.J.Smyth who wrote (161614)	10/4/2000 7:08:00 PM
From: mepci	Read Replies (1) \| Respond to of 176387

Darrell: The street doesn't have to do any better than 25 5/8. At 2 1/2 % returns on market cap, the performance is still a lot below what a value investor wants. We all gave Dell better p/e because we want to sit back and let Dell catch up to the 12% returns a rental property gives you. All the profits made other than what Dell made in earnings is taken from one shareholder or other. Market just wants Dell to catch up, and then it will give Dell its due. I will be with Dell, because I think Dell will catch up. But I won't blame the market because it wants to bring Dell to a 40 p/e.

To: D.J.Smyth who wrote (161614)	10/5/2000 8:22:39 AM
From: hdl	Respond to of 176387

u seem to b more upset with momentum when it works against u. dell rode a wave of momentum for a decade to an irrationally high price. now i think the downside may have been overdone- i think dell is reasonably priced relative to other stocks. sure u can go to cash, bonds or find other stocks-but i think dell is better than an index fund-altho, now many people on the board learned the hard way that i was right to advise them to diversify. so buy or own dell and other reasonably priced stocks and don't put all u have in stocks and don't be margined-or put a lot into options. polonious