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


To: Patrick E.McDaniel who wrote (168128)12/19/2001 9:39:18 PM
From: Sig  Read Replies (1) | Respond to of 176387
 
Yes.
I would also take a serious look at this one. BRLI.
Well, no need to look, just buy it, since Mort has already looked.
I did know know about Morts position here until you forced me to look
at his holdings
thestreet.com
Sig (hoping to get looky)



To: Patrick E.McDaniel who wrote (168128)12/19/2001 10:09:52 PM
From: Sig  Read Replies (1) | Respond to of 176387
 
We may be on to something good in Brli. Can think of no better reason to buy a stock than what we already know.
A mini-cap with no analysts to bother us or crank it around. I have order in for over 1k shares.Of course thats just for starters, we can buy more as it goes up. Like Mort did.<G>
Regards
Sig



To: Patrick E.McDaniel who wrote (168128)12/20/2001 6:29:55 AM
From: Sig  Respond to of 176387
 
I may be getting carried away here, but the drearyness of computer price wars will end. I think it ended when
when competitors could no longer quote a $400 off deal for Compuserve in their ads which made the price seem competitive. Too many now already have an ISP to buy into that.
If you remember the simple chart of 4 squares at the 1997 meeting, 1 being where Dell was, and 2,3,4 where they were headed. Today you could add squares 5,6,7,8, and 9, because thats what management
plans and looks forward to.
Am expecting between now and Feb, or at least by the July meeting, some clarification of Dells next step, and it will be a good one in the right direction.
Sig

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