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

To: Sig who wrote (22557)	11/23/1997 8:35:00 AM
From: D. Swiss	Respond to of 176387

Sig baby and the rest of you Dellheads, there is a nice article in this morning's NY Times about the top performing mid cap stock fund that earned 52.9% so far this year. Dell is its largest holding. The quote about its performance says " Dell Computer - that will do it right there", said Russel Kinnel, equity editor of Morningstar Mutul Funds. "You don't need too many of those" to beat the averages. The fund manager, Glenny (or is it Glen E.?) Bickenstaff likes Dell,Intel, Microsoft and Cisco because each dominates an important niche in the computer market. :o) Drew

To: Sig who wrote (22557)	11/23/1997 9:48:00 AM
From: Paul van Wijk	Respond to of 176387

Sig, I really like it when you put things in historic perspective. Especially how you do it. Keep posting like this. Paul

To: Sig who wrote (22557)	11/23/1997 10:17:00 AM
From: Mohan Marette	Respond to of 176387

Sig: Absolutley! You forgot to mention Barring (sp?) fiasco that happend not too long ago.Remember this 'wet behind the ears-kid' in Singapore was playing with Japanese derivatives or some such nonsense using the company money and took them down big time and finally the company was sold for a whole buck to a Dutch firm. Barring,mind you, was an institution of some standing and even was part of British history as they were around since the time of the British East India company. Funny thing though was nobody gave a damn about the whole thing,including the British government.Compared to this Yamaichi seems like a non-event.So a bunch of Japanese thugs with help from the Yamaichi management took the comapny down,so what?. Like you said,aptly i might add,I don't get it in when the Wall Street pundits,reporters and various and sundry bears, compare the 'big one' in 1929,1987,1996 and what not to the present day situation, I fail to see the relevance as I believe economic conditions are so fluid and dynamic in such a way that each day is different from the previous one and to compare one to the other is a mere exercise in futility at best, and lot of gobbleddy-gook(sp?) at worst.

To: Sig who wrote (22557)	11/23/1997 1:16:00 PM
From: jim kelley	Respond to of 176387

Sig, At first, I was annoyed by the arrival of the bears because they brought a lot of fear based opinions and I saw no change in the outlook for the company, the sector or the economy. This thread has become dominated by this bearish, fear driven opinions. Now, I see it as a positive. As they become the dominent opinion the prospects for making increased profit off the stocks increases. More recently, we have had the opinion voiced that we are in a bear market. The Nasdaq and the DOW are up from the October 27 lows and really up for the year but we are in a bear market. DELL stock has been climbing all year but has fallen back to its August level and we are supposed to be in a bear market. We hear concerns about: DELL's ability to compete with the newly energized CPQ, IBM, HWP and Packard BELL with their newly implemented BTO's. The good news for DELL is either over or soon to be over we hear over and over again. The imininent implosion of South East Asia and Japan. Fears that these companies will dump their US bonds on the open market. Fears that they will dump their disk drives and memory and PCs and other computers into the US market to get cash to bolster their companies and banks. Attacks on MSFT and INTC all year long by their competitors (many attacks using the Justice department and other government agencies.) and the list goes on.... Last year in December there was a concerted bear attack on the PC industry which caused the PC stock prices to drop until the concerns were proven incorrect in January. I am looking forward to Monday afternoon. Regards, Jim Kelley