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

To: James Fink who wrote (35941)	3/28/1998 11:42:00 AM
From: Fangorn	Read Replies (2) \| Respond to of 176387

James, Barron's bites the unwary again. You really should check the records of those you cite in your arguments. Barron's and Abelson have been predicting the downfall of technology and computers in particular for years. If you had read Barron's and followed their advice the last few years you would have made a small fortune, provided of course that you had started with a large one.

To: James Fink who wrote (35941)	3/28/1998 2:51:00 PM
From: Patrick E.McDaniel	Respond to of 176387

James, I have noticed a pattern in your posts. You only use the word "respected" when a fund manager or organization agrees with your bearish forcast for Dell. Are there fund managers,analysts or organization that are bullish on Dell that could be considered respected? Can you name these respected people? Pat

To: James Fink who wrote (35941)	3/28/1998 3:19:00 PM
From: Sr K	Respond to of 176387

What's your point? As of 3:00 pm yesterday you weren't short "yet".

To: James Fink who wrote (35941)	3/29/1998 7:53:00 PM
From: K. M. Strickler	Respond to of 176387

JF, Of course the growth will slow, from say 50% to, ummmmmmmm, 40% (maybe), so what's the point? 40% not enough for you all? I do show DELL as a HOLD at this time by (1.69 on the scale), but that could change in a hurry, the way DELL has performed. (Has to go up 3/4 to go to BUY!) I expect buy signal sometime on 3/30/98 or 3/31/98. If not then, certainly after Q1 results! I think the anal-zits are way too active! There has never been a market like this before, so all of the mumbo-jumbo that they continually quote is really only their best guess, as the analysis that I do is my best guess! In my portfolio, I have been able to outperform their portfolios, but I am not limited by SEC rules like they are, and since my portfolio is far smaller, my activities don't have the market impact that the big funds have. Additionally, some of the big funds make the market in DELL, and it is in their best interests to move the market 'down' and 'up' so that commissions can be generated. In the last analysis, each investor has to make up their own mind using whatever technique they find works for them! Continually quoting an 'expert' has no effect on me, because in my portfolio, I AM THE EXPERT! I do research, and the SI thread has been a great resource! I find many people here are just as confused as I am, and are watching their position, making the best decisions that they can! They are all 'experts' in their portfolios! Sometimes the value goes 'up' sometimes 'down'! That's true for the experts also! The experts have a better list of excuses for why the stock didn't perform as to 'their' expectations! If you read the 'experts' carefully enough, you find that which ever way the market goes, 'they' predicted it! Puttin SOAP box away now, Regards, Ken