Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Satellite Mike who wrote (30811)	2/23/1998 11:56:00 AM
From: Boplicity	Respond to of 176387

Hi Mike Welcome to the thread. Since you like to compare DELL to GM, you should compare employee numbers to sales. Try doing that with CPQ and DELL your eyes will drop out. Please tell us if you have shorted DELL. OTOTOT In keeping with the transportation theme above. TMXI I little company that has caught my eye. If the Fed starts to crack down on diesel engines like that have all others, this company should do real well. Also, ALK is set to revisited it's recent high. Greg

To: Satellite Mike who wrote (30811)	2/23/1998 12:02:00 PM
From: D.J.Smyth	Respond to of 176387

according to M. Price in recent issue of Barron's, GM should be valued closer to $80 billion. you're comparing an undervalued company with a fast growing firm in two different sectors.

To: Satellite Mike who wrote (30811)	2/23/1998 12:08:00 PM
From: Venkie	Read Replies (1) \| Respond to of 176387

dell Bubble Thats what happens to a great company..The stock goes up and we still got a way to go..Who knows what this 42 bil company will do next..It looks like the cash is pouring in as we speak..I hate to think that all these investors are stupid but thats what they told me when I bought in and noiw I'm a fat cat sitting high on the hog..I dont know 1 ..not 1 happy short..Time will tell as it has in the past..I still think Dell will buy a company for some support legs but thats just me

To: Satellite Mike who wrote (30811)	2/23/1998 12:16:00 PM
From: SuperSonics	Read Replies (2) \| Respond to of 176387

"The DELL Bubble", do you think people care? When the stock goes up and up, shorts running for covering, no one cares about how high the price is! But I do agree with you that it is a bubble and it will blow someday, but I don't know when.

To: Satellite Mike who wrote (30811)	2/23/1998 1:13:00 PM
From: Paul van Wijk	Read Replies (2) \| Respond to of 176387

Michael, Let me start with a compliment, you parents have chosen a great name for you. You should be thankful to them. Second, don't try to be a smart-guy on this thread. It will cost you money. We have seen so many like you before telling us about the bubble, what goes up comes down, Dell's ridiculous PE, their decreasing growth-rate, competitors copying Dell's business-model, the Asian flu, the $1000-PC, etc etc. We all know that Dell's unprecedented growth will stop once. But not this century. There are so many great short opportunity's out there. Don't try to make history on Dell by predicting their top. All failed, you will be a milestone within a few weeks no matter when you start shorting Dell. So my advice is; - go long and stay long, - otherwise, stay out of this, - otherwise, if you really want to go short on Dell go talk with the McNabbs. They will tell you that DELL IS DIFFERENT!!!!!!!! Good luck and have a nice day, Paul

To: Satellite Mike who wrote (30811)	2/23/1998 2:24:00 PM
From: Paul van Wijk	Respond to of 176387

Michael, Maybe this will help you to make the right investment-decisions; "The focus today, other than on any particular sector, remains on the institutional investors' must-buy list, which includes Dell, Lucent, American Online, Microsoft and Intel. They are the five must-own names, and are seeing significant buying pressure," Scott Bleier, chief investment strategist at Prime Charter Ltd. said. BTW Notice Dell is mentioned first. Have a nice day, Paul