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

To: kaka who wrote (176302)	5/19/2011 12:32:46 PM
From: John Koligman	Respond to of 176387

Hey Gary, a large bottle of Advil every few months helps! <gggg> Your comment on calling broker systems for quotes gave me a chuckle, because I once got in trouble doing just that - from work. When I was still at IBM and trading on the side I used to call the broker pretty often during the day to get quotes, and because of the way I dialed, my manager got a list of the calls. At the end of the month, he presents me with a couple page list of calls to the same number! They were pretty good about it, and we all got a laugh out of it. As for Dell, if they can change sentiment on the stock and get some traction in the tablet space, perhaps this thing could make a real run. Heaven knows, they are quite profitable now and the PE is pretty low. Back when I was ragging on Dell a decade ago it had a market cap north of a hundred billion dollars and was a much smaller company. Now the market cap is about 70% lower and they are minting money, but nobody cares... IBM has used the 'stock buyback' and growing profitability more than sales game with great success over the past few years, their stock is at all time highs... Best regards, John

To: kaka who wrote (176302)	5/30/2011 7:32:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 176387

The latest Fortune 500 issue has an article on Dell and whether Mikey is up to taking it forward into the 'cloud' based future. One interesting tidbit in the article is a comment by Rollins that he was pushing Mikey to buy EMC after the 2000 tech collapse when it's market cap was around 17B, but Mikey was a 'timid' manager and didn't want to make any bold moves. If true, that would have been a great deal for Dell, as today VMware alone is worth substantially more than Dell at a 40B market cap, let alone the VMware/EMC combo, as EMC owns the bulk of VMware. EMC would really have given Dell a boost in cloud computing... Regards, John