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To: James Fink who wrote (35943)	3/28/1998 12:33:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Does Tandon have better data than IDC? What is the basis of his projection? Why is his projection so different than those of the companies who provide marketing data for the industry? Why should Ranjan Tandon have more credibility than Kemble? Regards, Paul

To: James Fink who wrote (35943)	3/28/1998 12:37:00 PM
From: Fangorn	Respond to of 176387

James, As I just stated my opinion on Barron's record your heated response was uncalled for. You have a real problem with anyone disagreeing with you. This is the wrong place to be if you can take a little heat. Your personal attacks on those who take issue with some of your claims is getting a little unpleasant. Having read Barron's for years I do have a little experience to base my opinion on. What is your experience re Barron's or anything else for that matter. We know you can repeat what you read but not much else. Comparing Barron's record and Michael Dell's record for forcasting the future of the computer industry would not lead to an increase in Barron's circulation to say the least. Since you are so sure Dell is going down, mortgage your house (or borrow whatever Daddy will loan you) and use the proceeds to back a maximum short position. In other words put your money where big mouth is. I have and most everybody else on this thread has, short and long. Finally anyone who thinks someone should lose their citizenship for having an unpopular (to you) opinion has joined McCarthy et al on the wrong side of both history and the Constitution. Good luck, I expect you will need it.

To: James Fink who wrote (35943)	3/28/1998 12:48:00 PM
From: Craig Lieberman	Read Replies (1) \| Respond to of 176387

James, What you and the Barons folks are talking about has NO basis in reality. It is short sighted at best. The PC market is in its infancy. these days. It is going to be like TVs. The market was so concerned once every house in America had a TV that TV production was at an end. That happened when almost everyone had a 13-inch black and white set. How many of those are still running. Think about it. People are buying Big Screen TVs with surround sound. The 15 inch color console set they bought 10 years ago just doesn't cut it anymore. And many folks have 2 or 3 TV sets in their house. Talk to me about PC saturation when everybody has 3 computers with 100 Terabytes of RAM, a 2000 MHz Pentium XV Processor Array, and Direct Fiber ATM connections (not to mention full house wiring for on demand movies over the net, full streaming video phone over net, etc.) We are CRAWLING... My goodness, we are all still using a keyboards too... In the future, These things will be GONE! The displays we look at are still 2D and still relatively LOW resolution. Not eye limiting resolution, or holographic. High resolution color printers just hit the mainstream in the last few years. Color Laser printers still haven't penetrated the market significantly. Don't look at your toes. Look at the whole enchelada. There is more and more things that technology make possible. An economy grows in direct proportion to the amount of un-exploited technology that it posesses. This is the missing element in most economists formulas. Paul Zane Pilser (author, economist) has the right idea. It is technology that makes new markets possible. The computer and communications industries are the places with the biggest changes, and the biggest opportunities. More efficient distribution combined with globalization are the keys to successful companies in the next century. How does DELL measure up in these areas. I don't need to repeat many postings here to show that DELL has advantages in both of these right now. In the unlikely case that you are successful in driving the price of DELL stock down to the 50s in the short term, I plan to buy another 1000 shares of it. Why? Because I want to add another couple million to my kids future bankroll. See you in 2005. Craig

To: James Fink who wrote (35943)	3/28/1998 1:35:00 PM
From: Sabrejet	Respond to of 176387

I went to bat for you the other day in regards to all investors keeping their eyes open etc..., and well, your response has been to berate people. Good luck! sz

To: James Fink who wrote (35943)	3/28/1998 1:44:00 PM
From: Paul van Wijk	Respond to of 176387

Barton, >> The hedge fund manager, Ranjan Tandon, predicts a 5 percent >> DECLINE in PC revenue growth this year. Ranjan Tandon, Who????? Ranjan Tandon. Who????? Ranjan Tandon. From????? From Libra Advisors. Libra what???? Libra Advisors. Oh, that Ranjan Tandon. Since when does we have to use him as a bellwether on the PC-sector. And even more important, why? In the first few weeks after I started investing I also reacted on every article posted on the net. I took every nitwit-analist opinion for serious. It costed me money. Lot's of money. It costed me only one stock to figure this out (CAWS, from 7.875 to 1.875 in a few months.) My next move was buying Dell, and following this thread. Believe me, every single longtime member of this thread (and thus a bull, there are no longtime Dell-bears) knows more of Dell, the PC-sector in general, the competition, their business-model, the outlook, the opportunities, the threads, the price-war, the influence of the Asian flu, inventory problems by competitors etc. than you, Ranjan and the K. bros together. When you followed my advice and went through the history of this thread you would have noticed that every once in a while someone like you enters this thread acting exactly the same as you do. So far they all disappeared with a loss. To use your (very original) metaphor; for me you are just a Candlestick 5.01. >> What a pathetic investor who believes everything a company tells >> him. This thread is full of rich "pathetic" investors. Can you tell what the last quarter was Dell misses estimates. Can you tell what the last quarter was Dell gave a profit-warning. Can you give me one reason why I should believe Ranjan above Dell. BTW I have no problems when you post bear-arguments on this thread. I even appreciate it when you dig up some bearish analist reports. It is your attitude and your misplaced self-confidence. Work on it and at the end everything will be ok. Paul P.S. I just saw that ADBE is one of your favorite stocks. Now I understand why you are so nervous and expecting unpleasant surprises. Don't, Dell is different.