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

To: Fangorn who wrote (167308)	10/3/2001 7:37:35 AM
From: rudedog	Read Replies (2) \| Respond to of 176387

Steve - stop being the grinch. You would have done a lot better to have sold a bunch of your stock a ways back when you were a perma-bull. You didn't, and now you're in a bad mood. Get over it. By the way, among my holdings, INTC, MSFT, and JBL are about break-even over the last 36 months, and TYC is up about 50% over that period. DELL is down to about half of it's value over the same period. So your claim that everything is down doesn't hold water either. I don't see any reason for DELL to outperform the market going forward. They have the ability to survive in tough times, they are well managed but they have a very unexciting business model and have shown no ability to get out of the box. They have failed in every attempt to change from the model that got them where they are, and have instead re-trenched to get "back to basics", being the most efficient volume producer. Kind of the Wal-Mart of computers. You seem to be grasping for some way to "show up" John - a poster whose advice has been consistently more rational and valuable than yours - on a small point - whether DELL investors took a beating or a real bad beating. It just makes you look small. When do you think an investor who bought DELL three years ago will get back to break even, and why do you think so? That might be a more useful discussion.