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

To: Venkie who wrote (24661)	12/10/1997 3:24:00 PM
From: Boplicity	Read Replies (3) \| Respond to of 176387

Don, Our longs in DELL will be back, once people realize that DELL does not sell that many PCs to Asia, but does get parts from there. Pretty simple really. Greg

To: Venkie who wrote (24661)	12/10/1997 3:30:00 PM
From: James H. Irwin	Read Replies (1) \| Respond to of 176387

Compaq and Dell are great companies, but so was Novell/Oracle/(use your own example) for the longest time, at some time, you have to be cognizant about what the flows of money are telling you. Stocks go under rotation and money flows in and out. I would much rather be in some of the oil service stocks who are experiencing much greater momentum re: pricing of their services. Admittedly, they came for sale because so many of them were overowned by the mo' crowd. I feel that the selling pressure will subside...now might be still too early but they don't experience any of the same pressures as we see computers. Check out Onsale on the web for some interesting alternatives for the cost-conscious buyer. Don't be led into the water by Mike "the pied piper" Dell. He's done a great job for shareholders...CNBC about 5 minutes ago posted this year's gain as 254%. I remember when people said the same about ASND as being unstoppable.... Check out how long it takes to make a computer at Dell, supposedly 11 minutes. What is the barrier to entry when everyone else is coming at you. Eventually cost competition gets the upper hand. Are you familiar with the "invisible hand." The most profitable sectors attract the most competition. Beware of CS, the stock is making a new low...not my style. Not meant to be cruel, but the old saying of losers buy losers. I know I've done it...occasionally I still do for a growth story of stocks with less than 25 million shares, 30+% growth and trading at recent lows. Example NRLD. Osteoporosis Bone densitomer company should benefit from LLY's new Evista product. I've lost good money in that one. (sorry...who ever heard of bad money, right?) Just use stop losses and adhere to them...don't be like the deer stuck in the headlights.... Ciao & Bon Chance. Jim