Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: mepci who wrote (169900)	6/19/2002 11:05:48 PM
From: stock bull	Read Replies (2) \| Respond to of 176387

Mepci, what are your thoughts on LU as a turn around play? Also, EMC. If you are correct about 2003 - 2004 being banner years, I would say that it's time for one to take a long term position in the market. Given that the market is a discounting mechanism, we should start to see the turn up in the 3rd quarter of this year. Stock Bull

To: mepci who wrote (169900)	6/20/2002 9:56:55 AM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

Mepci. There is no such thing as a "saner" market. A "saner" market is nothing more than a definition used by those who are short to justify their trading patterns.

To: mepci who wrote (169900)	6/20/2002 10:14:09 AM
From: kaka	Read Replies (1) \| Respond to of 176387

Mepci, Re: "My strategy is to keep accumulating good properties like Dell, even though valuations are too high. Loyalty is what is going strong for Dell." This represents a conundrum to me. Is DELL a good property despite being a bad stock because valuations are too high? If you're looking for valuations to collapse and DELL collapses with it, then to accumulate DELL wouldn't be a wise investment now. Should buying decisions be based upon "loyalty"? "Colds and Flu" are deadly in the young, elderly and immunosuppressed. Cheers