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


To: kemble s. matter who wrote (164751)4/16/2001 12:22:39 PM
From: OLDTRADER  Read Replies (1) | Respond to of 176388
 
Kemble-It's Spring and since we are now all clean(taxes paid) and a lot poorer we can look forward to doing it all over again.Dell reporting .20 cents will do it!Best-



To: kemble s. matter who wrote (164751)4/16/2001 2:05:20 PM
From: rudedog  Read Replies (1) | Respond to of 176388
 
Kemble - that's one reason. When the stock was in the mid-30s and above, expectations were built in around growth which I did not think were sustainable without a major change in the way DELL did business. But at current levels, I think that the strategy they have outlined will maintain them on a profitable, if slower, curve. They don't need to make any risky moves, all they need to do is execute - something they do well and consistently.

But I would temper my enthusiasm for the future, for DELL and the bulk of the tech sector. Wrap your mind around much more modest growth and stock price appreciation than we have seen in the past.