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

To: hlsjones who wrote (164130)	2/16/2001 11:01:39 AM
From: OLDTRADER	Read Replies (2) \| Respond to of 176387

Merrill Lynch's Steve M on TV saying don't buy DELL INTC etc -this is why I say they are crooks-as in my opinion they are buying the bee geejuse out of these stocks now!One of the best buying opportunities I have seen-market may well close "UP" today-it is option expiration day you know!

To: hlsjones who wrote (164130)	2/16/2001 5:18:27 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

HJ - well, I'll admit to being bipolar about DELL almost from the get-go. DELL is an extremely well run company with a focus and corporate sense of mission that may be unmatched in any technology company I have seen. You can't help but admire that. But I have been saying for more than 2 years that they need to do some things differently. Since both meathead and I have friends at DELL, we are sometimes aware of the ebb and flow of some potential ideas about changing the business, as they roll through the company. I am disappointed when good ideas, which happen to align with my notion of what DELL needs to do, fail to get realized through what meat characterized as a risk averse management style. When that happens repeatedly, combined with a decline in the stock price which successful implementation of those thoughts might have averted, I can't help being negative. Still, hope springs eternal and I look for the next idea to spring forth. That's where the "blue sky" thinking comes in. As to the CCs, I have been selling them (and sometimes puts) on this and most of my other holdings. For the most part, that is just a way to enhance my return, but on a couple of occasions I sold near term in the money calls with the intention of being called away - in that case it effectively increases the sale price.

To: hlsjones who wrote (164130)	2/16/2001 7:18:52 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Re: totally Dell negative. Not at all. I'm one of the few bulls. I though Q4 was absolutely amazing given the current environment. I think the analysts may slowly be starting to once again become acquainted with the strength of Dell's model in times like these. And when they do and the planets align, the stock will increase in value again. That could easily happen within the next few quarters if the economy doesn't continue to slide further. Most of the people who think Michael Dell is an idiot can speak for themselves. I'm convinced they struggle with 1st grade arithmetic. I don't know how you can continually bash a CEO who translates a ~15% PC market share into ~80% of the entire industry's profits. Go figure. MH