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

To: Chuzzlewit who wrote (24286)	12/5/1997 11:43:00 AM
From: Stevie	Read Replies (7) \| Respond to of 176387

Question for anyone going long on Dell.. Michael Dell himself is selling huge blocks of this stock as reported in the news.. I believe the number is close to 50 million worth.. Why would you want to go long? Personally..Im selling If the CEO of this company decides its time to sell.. so am I. It seems to me that with recent price cuts and all announced.. Dell is feeling the heat of intense competition.. and its going to be difficult to keep up there growth. With the PE so high already..personally I think this ones going down.. and this run a pipe dream. I;d appreciate comments..as i like to weigh all sides to be fair.. Thanks

To: Chuzzlewit who wrote (24286)	12/5/1997 1:21:00 PM
From: Lee	Respond to of 176387

Paul L. Levy I agree that full employment does not necessarily imply inflation, especially when productivity improvements are concurrent. I agree also that Alan tends to be conservative in his evaluation of inflation threats; however, it did creep up on him in '94 so maybe he's gun shy now. I also agree that the Fed does not control long term rates directly; however, money supply is a function of the market fundamentals, and it seems to me that the market (bond) has been dictating fundamentals for at least the past 18 months. This opinion, by the way, is completely intuitive and uneducated. Just my daily job reveals wonders that I can't explain. (Translated - I have a lot to learn). Regards, Lee