SI
SI
discoversearch

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: CRICKET who wrote (32030)3/4/1998 2:11:00 PM
From: kemble s. matter  Read Replies (2) | Respond to of 176387
 
Cricket,
Hi!!! Unquestionably this is where a great deal of long money is going...IMO Dell has created an long term opportunity that is hard to beat...Meathead repeatedly showed us of the 50% gains for Dell over the next two years...MINIMUM....he also created a case scenario where if the margins rise...and showed us how....Dell would grow at an even greater rate...maintaining the past growth is difficult...but, the only uncertainty with regards to Dell; IMO is the upside potential!!!...this sector is in such great demand and no one can virtually do without a PC....IMO the technology sector is constantly being recreated...when did this start??? Did Windows 95 recreate the start of the industry??? Dell has the perfect marketing strategy and the greatest management team ever created...is this the first inning or the second? Dell is in the infancy with regards to total market share...the longer Dell exists the more popular it will become...Michael has told us that "Dell will become universal"..."the universal language will be WWW.DELL.COM."

Keep BUYING DELL....
Best, Kemble



To: CRICKET who wrote (32030)3/4/1998 2:51:00 PM
From: Lee  Read Replies (2) | Respond to of 176387
 
Cricket....Re:<<Dell is selling at a discount at these prices..it is growing at 50% a year>>

Cricket, that's DMG or Deutsche Morgan Grenfell and the analyst who follows PCs there was the leader in the PC sector in "The Who's Who in Tech Analyst" article in CNET last Oct. He also makes a case for higher PEs on these stocks. I thought it was interesting in light of the increased comments here about "overvaluation" lately.
The link is below.

news.com
Regards,
Lee