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

To: Lee who wrote (35952)	3/28/1998 4:10:00 PM
From: Gabriel008	Read Replies (1) \| Respond to of 176387

Lee, in my humble opinion it's not only good but very healthy to have contrarians on this thread. If all contributors were DELL bulls such as you and I it wouldn't be any fun. In fact, I do miss the bears such as Candlestick, Mike da Bear, McNabb Bros., Rajib Menihana [Venkie's pal], Jaacov and others who have parachuted onto this thread but who have disappeared like shooting stars. It's too bad they had no staying power. Unfortunately, when you're losing money it's hard to stay positive or self-righteous! I for one believe we need the one-dimensional, conventional thinkers like Abelson and others like him that group DELL in with the rest of the PC companies. Without them we wouldn't have the volatility and therefore the opportunity to make loads of money on DELL and a few other great tech companies. So please, treat them gently and bare their misguided opinions with patience. Hopefully, this will motivate other bears to contribute to this thread such as those that have scurried away in the past.

To: Lee who wrote (35952)	3/28/1998 7:04:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Yep! I do not know many lawyers who are also good investors. Fink probably works for Starr and is busy invest-igating Monica's sex life.

To: Lee who wrote (35952)	3/28/1998 7:42:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Lee, I really have mixed emotions about that. On the one hand, it really is annoying to read stuff, either bullish or bearish, which is founded on fantasy. On the other hand, fantasy is harmless fun if people realize that's what's being proffered (as in 35% drop in ASP's for Dell). What I cannot, and will not tolerate are personal attacks and abusive language. The kind of thing that Venkie was subjected to by Najib, or that I was subjected to by one Mr. Michaels, is totally outrageous. It is one thing to disagree with a point of view; it is quit another to vilify, disparage and humiliate those with whom you disagree. There is a reasonable case to be made by bears. The case is that the market has fully discounted the probable growth in Dell's earnings, and given the current competitive environment, it is possible that Dell's margins will slip and sales growth will disappoint, and if Dell slips, the price of DELL will plummet. There is a plausible argument to be made by the bulls: since the market has consistently underestimated Dell's marketing muscle, and is just now only beginning to appreciate the strength of its business model Dell will continue to surprise for the foreseeable future. Unfortunately, too little time is spent exploring these themes, and too much spent in cheerleading one's side at the expense of the other. While I find the bull argument much more compelling, it is only by examining the bears' arguments in detail that those of us with a long interest in this company can feel truly comfortable. Regards, Paul