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

To: Chuzzlewit who wrote (19802)	10/30/1997 1:39:00 AM
From: Daniel Martini	Read Replies (1) \| Respond to of 176387

>> I have a maxim that I follow with close to religious fervor: >> if the underlying long-term fundamentals of the company >> remain intact there is no reason for me to sell it. Ok, the market ultimately establishes the 'correct' value. So, if the fundamental economic characteristics of a company stay the same, and the environment decays around it, calling its relative value into question, tangibly affecting its price, and possibly its future value, you still shouldn't sell it? Isn't this somehow suggesting that you should treat firms as if they exist in a bubble rather than part of a financial ecosystem? If a thing's context changes, it changes. I don't disagree with 'buy and bury' IF you have reason to believe that you are exercising the best investment option available to you, for your personal profile. Trouble is, some people choose their homilies unwisely and stick to them doggedly, to their own peril. Buying a stock and holding it through a hurricane doesn't mean one has either balls or integrity. If you remember that the object of this game is to smartly grow your hard earned assets, you should take heed when the landscape changes. You don't get medals for riding stocks like a bronc-buster. Hey, if you've gotta have war stories, tell them in the third person --but keep your profits in your pocket. PS - Jesus, I think I just set a record for the most metaphors in one message! Sorry <g>. - DM

To: Chuzzlewit who wrote (19802)	10/30/1997 7:51:00 AM
From: Box-By-The-Riviera™	Read Replies (1) \| Respond to of 176387

Paul.... don't you think the long term fundamentals have changed for Dell and CPQ etc.... Can't you see where margins will be impacted going forward in a serious way.... there won't be enough sales growth left to offset the margins issue.... Paul.... the fundamentals have changed, IMO. Joel

To: Chuzzlewit who wrote (19802)	10/31/1997 12:35:00 AM
From: freeus	Read Replies (2) \| Respond to of 176387

reunless you have a margin call dont sell Dell I agree with that. My problem is I bought my last 200 shares at 98 and they are on margin so if Dell goes down much more I may be in danger of that margin call. I hope it turns around soon, but although I am temporarily swayed by what others say, I do think both Dell and Compaq are strong and will continue to have good growth and are worth holding long term. Thanks for your input, it helps and I appreciate it. But you dont think PEG and P/E work for growth companies? Freeus