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

To: Joe Sabatini who wrote (31340)	2/27/1998 3:43:00 PM
From: Jeff Mills	Read Replies (10) \| Respond to of 176387

Joe-- Whoever is buying DELL right now does not really understand valuation. It's as simple as that. People are buying because "DELL goes up $7 everyday". I dont care how much you love this stock, the DELL name is not worth $50 Billion in my eyes. MSFT INTC easily, but DELL no way. They assemble computers and provide nothing to the tech advancement of this country. Basically they rely on what MSFT and INTC develop/design in the Valley and then mooch off them to make money. What exactly does DELL produce for itself? Where would DELL be without the INTCs, MSFTs, MUs, IOMs, QNTMs etc? Out of biz I would think. JM PS--$140 1/8 whos buyin more?

To: Joe Sabatini who wrote (31340)	2/27/1998 3:44:00 PM
From: Venkie	Respond to of 176387

Joe: If I were you then I would go short and lets see what you know about dell..Come on short it

To: Joe Sabatini who wrote (31340)	2/27/1998 3:45:00 PM
From: vip	Respond to of 176387

Joe: << If you think Dell can continue to grow at 50+ percent a year and justify it's current valuation, you are kidding yourself. If you have any doubts about this, then talk to Mickey and he will tell you about DELL's growth rate.

To: Joe Sabatini who wrote (31340)	2/27/1998 3:46:00 PM
From: LWolf	Respond to of 176387

Joe - it doesn't have to last forever! You're not committing for life here... your're making a very profitable investment that you can re-evaluate at any time and take your money off the table....if you think there's a better place for it. Right now and for the most part of this year you'll probably see that anything related to the internet: PC, networks, chips, e-commerce etc, will outperform everything else. You are probably best off investing in the best performing companies in each group. You can't go wrong with DELL IMHO (along with a lot of others). Come-on join the train (if you haven't already). DELL, DELL, DELL,DELL,DELL,DELL,DELL,DELL,DELL,DELL,DELL,DELL,DELL regards, Laura

To: Joe Sabatini who wrote (31340)	2/27/1998 4:13:00 PM
From: Lazlo Pierce	Respond to of 176387

Joe, what you're missing is... the world is evolving into a technological interactive computer driven economy. Dell is positioned to be the leading solution to us getting there. They developed a business model, with quality standards that have WORKED. The world is always looking for a better "mousetrap". This "brave new world", will run on technology and computers. In the next 3 - 5 years, Dell is set to continue to make inroads, in many underdeveloped markets, and there will always be the next "killer application", that will drive sales even higher. Dave

To: Joe Sabatini who wrote (31340)	2/27/1998 8:44:00 PM
From: Paul van Wijk	Read Replies (2) \| Respond to of 176387

Joe, From briefing.com That shot heard around the world was Dell shareholders popping champagne corks... Stock rallied another 6 5/8 points to yet another all-time high following news that Lehman Bros. had raised its price target from $135 to $150... Paul

To: Joe Sabatini who wrote (31340)	3/2/1998 1:47:00 AM
From: jbn3	Respond to of 176387

It's almost a crime. How long can this box-maker continue to grow at previous rates? They make almost no money. Where's the value now? If you think Dell can continue to grow at 50+ percent a year and justify it's current valuation, you are kidding yourself. Obviously, we're not kidding you, though, are we, Joe? So short it already! Then go take an Arkansas vacation with Hank McNabb. (Reportedly, he shorted a couple of shares in the low 90s. And sold some naked MAR 110 calls.) If you want to convince us, you can't. If you want to be convinced, go read the thread from the beginning. DELLish, 3.