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

To: Phillip Crone who wrote (31436)	2/28/1998 12:05:00 AM
From: Lazlo Pierce	Read Replies (1) \| Respond to of 176387

Phillip, I appreciate your post. It takes longs and shorts to make a market. The old bulls, bears, hogs saying... It just seems that with the company hitting on all cylinders, on a 3 year run, and the next year or two looking solid (debateable from your viewpoint), why, with all the stocks that are IMHO better and safer shorts, why pick Dell. A ton of people have been killed shorting this. Dell has figured a business model that works, and still has relatively low market share, with huge untapped markets still open. I mean you may be 100% right here, but if you're wrong, this one will be painful. If you think Dell is overpriced, what must you think of the Internet stocks (AOL,YHOO,AMZN,LCOS,XCIT,NTKI et al.)? Dave

To: Phillip Crone who wrote (31436)	2/28/1998 12:14:00 AM
From: Dale J.	Read Replies (1) \| Respond to of 176387

Phillip: I am neither long nor short DELL. In June of 1996 I thought about buying DELL after hearing Michael Dell confidently forecast strong growth on CNBC. CNBC grilled him on how will he compete with copycat direct sellers? How will he compete with increased competition from the Japanese? How will he differentiate his company from other box makers? CNBC like most investors that shorted DELL just didn't get it? I remember that interview well because I was going to buy DELL, but decided not to because some of the questions raised on CNBC seemed to be valid concerns going foreword. DELL does seem to be out of control though with this incredible runnup, but then again DELL has also proved they can execute better than any other box maker. I thought about shorting DELL at 110, but decided against it. I may short it after the split. But until then I will just continue to keep it on my watch list. DELL is one incredible stock. Just my 2cts. Dale

To: Phillip Crone who wrote (31436)	2/28/1998 12:34:00 AM
From: Boplicity	Read Replies (1) \| Respond to of 176387

Phillip, It's hard to believe that you have been in the computer biz. with that post I just read. It will hit on couple of points that are wrong in the post, others will finish for me. 1) ....the $499 NIC computer are reality. Talk to Larry (ORCL) about that one. ..... NIC drive to replace PCs is non-existent, and in disarray. NICs will be used to replace green terms. that's is as far as they will get if that far at all. 2)Talk of ISP's developing plans for $29.95 internet service with a free NIC computer will happen this spring. ....Try printing out anything with a NIC, or Video etc etc. 3)A shortage of an inventory part would "shut" down Dell because they only carry 7 days worth of most parts. ..... Sure right. Dells part suppliers have warehouse right next to DELLs plants. 4) The Japanese will attack like Pearl Harbor,,,,,,they will flood our shores this spring with low costs computers from NEC, Toshiba, Sony and Mitsubishi. They have a huge price advantage because of the exchange rate. .... This one is the worse one. Japanese have lost big time with PC and have been dropping out of the market like flies. Greg

To: Phillip Crone who wrote (31436)	2/28/1998 9:11:00 AM
From: Sr K	Read Replies (2) \| Respond to of 176387

A few points. You shorted apparently on Feb 18 before the earnings announcement at 4:20 pm, (I bought 2000 for 112 15/16 the same day, sold 1500 for 13 1/8 and still hold that 500). Did you just pick a number? Why would you sell in the dark, just prior to the earnings release? Asian Crisis? One, Dell is a beneficiary. Two, the timing was such that all the securities attorneys, and the current SEC rules and "safe harbor" law, led to the preannouncements in October, and the inclusion of warnings in the Sep 30 10-Q's that were due by Nov 14 for most companies. The repetition and headlines made it seem more significant than it was, but to me, it was as believable as "I believe that cigarette smoking is not addictive." Once I realized that the Asian crisis was a smokescreen for individual companies' bad performance, and otherwise there were (at least) offsetting positives and negatives, at Dow 7800 it was clear we were going to new highs. And you shorted yesterday without waiting to see the opening pattern? Dell flew past 135 right to 139.50 that I saw (going to 139.75) before backing and filling for hours. Dell is a stock that can storm out of the gate like Feb 19 or yesterday. Other days, like Wed Feb 25 it can open up as day traders pour in (129.25) and then pull back (127.25 or so, although it closed at 129 15/16). Picking a number for Dell the day before without reacting to the dynamics of that day's trading, IMO is careless and injurious to your financial health.

To: Phillip Crone who wrote (31436)	2/28/1998 10:12:00 AM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

Hi there Phillip: You seem like a level headed hard working man,but be careful shorting Dell 'cus you don't want to loose all that hard earned money now do-ya. May I suggest you talk to the McNabb brothers about 'the pleasures,pain and the art of shorting Dell' before committing any serious money unless of course you are a sadist and love to endure pain. As for the Japanese taking over the PC biz 'forgit-about-it',they lost that one long time ago,haven't you heard? Even the Japanese admit it why can't you? Did you say something about Asian crisis? I think you did and I believe you might be right in your analysis in the larger scheme of things. But mind you, Dell only does some 6% or so of their business in Asia and since bulk of their components are sourced from there it creates positive net effect for DELL,and besides they grew their business in Asia in the last quarter and now they are building a plant in China to be operational by Aug.98. If you know anything about the Chinese market you should know it is one of the fastest growing and potentially one of the largest PC markets of the future.By 2000 it is projected that Chinese Pc demand will be north of 10 million units annually. I know what you are saying though and admit caution is warranted especially if one is looking from the outside in and then again sometimes some companies tend to defy gravity based on good solid fundamentals and some on plain gas and I tend to think DELL belongs to the former category and I can name a few that belongs to the latter but why bother as I have no interest in them but you may want to take look at some of them if you are interested in shorting and you should know who they are.

To: Phillip Crone who wrote (31436)	2/28/1998 11:28:00 AM
From: Venkie	Read Replies (1) \| Respond to of 176387

Well Phillip... You a fine one to say folks should'nt use college money to invest into Dell..You've went and shorted Dell a few bucks that could have very well been put into some kind of fund..Its sounds to me that you made a big bobo..Your six and seven figures will soon be spare change..mean while the Dell longs are getting fat..There are over 1500 millionares in the Dell company and some are just avg Joe's. bears have been telling us for years ..The sky if falling and mean while we pass Cpq in market cap..You may want to look at the big picture and judge the facts..Maybe ask a few dell longs about they're returns..I hope you dont end on a corner with a sign that says will work for Investment change to cover my Dell short

To: Phillip Crone who wrote (31436)	3/1/1998 12:29:00 PM
From: Bandit19	Read Replies (1) \| Respond to of 176387

Dear Phillip, Concerning the questions you raised about DELL's future market position, I suggest you go back and read the posts on DELL for the last few months. All your groundless points have been presented before and answered in DELL's favor. The market's current valuation for DELL reflect the faith in its superb management, its quality products, short inventory channel, direct distribution, and rapidly gaining market share. I would also recommend you rethink the future of computers. Have you ever heard of DVDs, full motion video, natural-langage processing ie speech-recognition, handwritting-recognition and vision technology. The consumer of the future will want, no demand these features and DELL will be the company that will bring it to them. DELL in short is taking over the world market for computers. Get use to it! Long on DELL!! Steve