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To: Lizzie Tudor who wrote (4067)	10/2/2002 2:43:12 PM
From: marginmike	Read Replies (2) \| Respond to of 10157

lizzie 1990 is over, the bull market is over. what happened then is not what will happen now. DELL will never hit its old highs. Yes there will be new upstarts. Dell is yesterday, what will come tomorrow is another story.

To: Lizzie Tudor who wrote (4067)	10/2/2002 3:37:33 PM
From: velociraptor_	Read Replies (2) \| Respond to of 10157

I would be willing to bet DELL sees below 10 before it gets back to it's old highs and it will be at least a decade before it gets back there. Computers are a commodity now. Everyone has them, and everyone sells them. Profits margins are already razor thin and getting smaller every year. Boxmakers are in a very mature industry and growth is going to be limited. In fact, earnings should be on a cylical basis now with very slow growth at best. Boxmakers are one of the last places I would stick my money to look for old highs. On top of that DELL plays the same game with earnings as MSFT and many other tech companies using stock options.

To: Lizzie Tudor who wrote (4067)	10/2/2002 4:40:24 PM
From: mishedlo	Read Replies (1) \| Respond to of 10157

I do believe dell will reach his old highs This is absurd. Dell will NEVER reach old highs. In gact DELL should fall to 10 or below. DELL is in DEEP shit over thousands of puts that ist sold at strike 40. At 25 or so it stands to lose $1B if memory serves me correctly. Some of those puts will be coming do. What will a $1B hit do to DELLs bottom line. If selling picks up the value of those puts and the loss to DELL will make it worse, DELL is desperately trying to prop itself back up. At $10 DELL might take a $2B hit (I forget the exact #). Even if dell did not have this problem DELL makes nothing. NOTHING after stock options to employees are taken into consideration. What is a company worth that has all the market share it can steal, but not make a dime, and has $1-2B in liabilities on a PUT play ticking time bomb? M