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


To: kemble s. matter who wrote (174552)3/4/2005 1:09:15 PM
From: kaka  Read Replies (1) | Respond to of 176388
 
Hi Kemble,

Re: How's life in the big city?

We traded in the big city (at least partially) for a small town on the north shore of long island, but work, play and culture brings us back to the city often.

Don;t know if you saw this:

ROUND ROCK, Texas--(BUSINESS WIRE)--March 3, 2005--Dell (NASDAQ:DELL)

Dell's board of directors today authorized an additional $10 billion for stock
repurchase, and raised the number of shares authorized for buyback by 250
million shares.

Since 1996, Dell has spent more than $18 billion to repurchase 1.2 billion
shares of common stock. So far in its current fiscal first-quarter 2006, Dell
has spent $1.3 billion for share repurchase. The company previously said it
would spend at least $900 million to buy back shares in the current quarter.

In addition to offsetting the effect of stock-based employee compensation
plans, stock repurchase has reduced weighted average shares outstanding by 20
percent during the past nine years, increasing Dell's earnings per share.

"Our business is exceptionally efficient, and our cash flow from operations is
consistently outstanding," said James M. Schneider, Dell's chief financial
officer. "Share repurchase remains a priority use of our cash, even as we
continue to internally fund the fastest, most profitable growth in our
industry."

Size and timing of stock purchases under the program will continue to be based
on factors including price, use of stock in employee compensation and market
conditions.



To: kemble s. matter who wrote (174552)3/5/2005 4:30:18 PM
From: Sig  Read Replies (4) | Respond to of 176388
 
Hi Kemble:

Its time to get ready for the next stock market boom.

They are not making any more beach front property and oil fields. Economy is zooming along.

The effect of Bush's tax cut are not so obvious in Michigan, hidden by too many trees. And Unions keep forcing companies to leave. People there are happy hunting and fishing, driving new Suv's.

Different here in Texas , where you can see for 40 miles around.

Houses being build around here are three times as fancy as they were a few years back, traffic on I-20 has doubled or more. I'm 40 miles west of Ft Worth and the big ranches are being divided. Gas pipe lines going in all over the place, 24 inches and on down before they have to pay too much for right of way.

There is gas in these hills, the Barnett Shale which covers more than 7 counties. I'm surrounded by new wells and just one company plans to drill one new well per month per rig ( 19) for the next two years.
There is room for 40,000 wells in this formation but 4000 would probably a better estimate.

Brokers are late to recognize this is like Signal Hill, since they are pushing hot and famous tech stocks.

Its like the gold rush, but black gold.
They are just now beginning to catch on to how much development is occuring in this industry. With a potential for $80 oil.

In Summary:
I don't make many predictions here, but I think we have an excellent chance in todays energy markets to take a risk
and make some big money. I'm planning to make some big bets using ten cent stops. Stocks like XTO, XEC, CKE,- that category.

XTO the next Dell???
Regards
Sig