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: Chuzzlewit who wrote (19905)	10/30/1997 12:45:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 176387

Paul - I'm beginning to think you are actually Ed Koch (former mayor of NYC - just in case you are not from the east coast). He has a call in radio show and says he is the 'voice of reason'.... John <gggg>

To: Chuzzlewit who wrote (19905)	10/30/1997 2:58:00 PM
From: Box-By-The-Riviera™	Respond to of 176387

Paul.... what I was talking about has nothing at all to do with the qtr report.... I am talking about the future where the low consumer sales margins will creep into corporate sales due to corporate demand for the same price breaks on a relative basis, number one, and two, in Dell's case, they will be forced to compete at the consumer level (1000 pc) though they deny it at the moment. Thus a more realistic growth rate going forward will be more like 18-23% with the corresponding p/e....hence a re valuation of these companies which is taking place as we "speak." This qtr's report will have little to do, if anything at all, on how these stocks will be rated going forward. That's where, IMO, some people are missing the boat here and are not looking past the cover story. IMO, that is a major mistake... and you can see on every rise in this stock over the last few days, renewed selling. That is a very strong sign of distribution from strong hands to weak.... in this case from strong hands to your hands IMO. Anyway, just another opinion thrown out....I am sure a flame or two will come my way.... but so what. Joel