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: freeus who wrote (35914)3/27/1998 7:40:00 PM
From: Craig Lieberman  Read Replies (1) | Respond to of 176387
 
We lose sight of the facts on this board some times.
Take this little survey:

1) What kind of computer do you have now at the office?

2) Who has a better one at work and don't you wish that you had that computer?

3) What kind of computer(s) do you have at home now?

4) see question 2 but substitute "at home" for "at work"

NOW the real tests
What kind of computing machinery did you have on your desk/office 3 years ago, 5 years ago 10 years ago?

What kind of home computer did you have 3 years ago, 5 years ago 10 years ago?

Do we need to have this discussion about DELL anymore.. The answer is clear. What seems satisfactory or even KILLER today looks like a slow doorstop that can't hack it and isn't cost effective to upgrade in just 3 to 4 years.

THE operating systems, the new applications, the memory required, the DISK SPACE, the new connections. All of these things DRIVE change. And CHANGE is the bottom line that will propel DELL into the atmosphere.

EVEN if NOBODY that doesn't have a computer today buys one tomorrow, DELL could at least maintain their business based on upgrades. As it turns out so few of us have computers, the market is endless.

Just consider China. Billion people? How many have Pentiums yet?
How many people don't even have PHONE service. We have a long way to go before saturation takes place.
JMHO
Craig



To: freeus who wrote (35914)3/27/1998 9:44:00 PM
From: kemble s. matter  Read Replies (1) | Respond to of 176387
 
Feeus,
Hi!!!! If you bought Dell in June of 97 @ roughly 100........it would be roughly 400 now due to the two splits...

Now taking $400 as the current starting point....

I have figured that the probabilities of four more splits by the end of 2000....putting Dell at $3200

Yeah....alot of factors play in here...but, then I am an optimist and believe in the management....

Nice thinking anyhow...could be worse...I could be thinking of the ladders and the jobs I'd have to do for the next 1234 years to make the kind of money that Dell will make me....so. what the heck....I'll be happy with half of Michael's prediction...and it does scare me very much....IMO Michael underestimates....

BUY DELL,

Kemble