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

To: Meathead who wrote (25060)	12/14/1997 9:29:00 AM
From: Sig	Read Replies (4) \| Respond to of 176387

Meathead: Dell production facilities are running full bore on double shifts.Production cannot keep up with demand . Cannot hire enough qualified people to do the job Computer sales in the US and Europe are booming and it is Christmas buying season. Dell's phase three , which involves an approximate quadrupling of production, 5 new sales/admin. buildings is well under way. Infrastucture is in place to sell ten times the present rate over the internet Sales over the internet, begun less that one year ago are running at over $3 mil/ day with some days at $6 mil. Plans are underway for facilities to be built on the new one mile square site in Austin. There is a price war going on in the DD sector where SEG is dumping inventory and closing a plant.Can buy disk drives for giveaway prices. Computer components in Asia where Dell gets 70 % of their components will drop significantly because they need the work and their local currency has deteriorated. Margins are holding in the area where Dell has chosen to do business while those companies involved in the cheap computer will be struggling to make a profit. That light that Hank sees in the tunnel is the headlight of a speeding Dell freight train going 88 mph. While every other company is getting the Asian flu, with Dell it is a minor cold and could be over it in week. If it were not for a bit of excessive exuberance in all the tech stocks in August, Dell stock would be at an all time high and properly so. If the Nasdaq recovers only 1/2 of its recent losses Dell will be over $100/ shr. Am considering dumping this dog and putting money in bonds till January, then buy it back at $120 sh/(am just kidding here)(gggg) Thanks for your excellent postings which clarify the atmosphere on the Dell thread. Sig

To: Meathead who wrote (25060)	12/14/1997 2:02:00 PM
From: McNabb Brothers	Read Replies (1) \| Respond to of 176387

Meat, <Do you remember 2 years ago whe Dell lost 50% of it's value in just 10 weeks because memory prices were falling?> I'm only looking for about a 40% pullback in DELL so what wrong with that? If it pulled back 50% 2 years ago it can do it again! <This is part of Hank's strategy. Hoping for a repeat of the infamous 95 semiconductor meltdown panic attack where everything lumped into the "technology" category got ruthlessly hammered. Again, this is at best a wild ass guess, pure gambling.> I think it is pure gambling to be long in DELL as of now also! The bulls just do not get that there are two sides to every stock, those that think it will go up anf those that think it will go down! Hank