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

To: jbn3 who wrote (36746)	4/6/1998 11:48:00 AM
From: Meathead	Respond to of 176387

Sorry 3, intended for Fink... My basis is now $1.50/share and most investors here have been in a while. Which chumps are you referring to? BTW, what is your stop loss target on the upside? $77 for an 18k loss? MEATHEAD

To: jbn3 who wrote (36746)	4/6/1998 1:13:00 PM
From: Chuzzlewit	Respond to of 176387

Good morning Bachman. I am happy to report that Chuzzlewit the cat is once again speaking to me, and as you well know, when Chuzzlewit speaks I listen. Anyhow, Chuzzlewit was looking over all of the posts on this thread over the past few weeks, and in particular at the comments made by various bears. And then, Chuzzlewit really startled me when he said, "You know, they could be right." I gasped! "Chuzzlewit," said I "you are the bull of all bulls. You make Kemble look like a weak hand. What are you saying????." "Well," replied the oracular cat with a bored yawn, "you need to look at their assumptions. They assume that we will get lower growth; they assume that ASP's for Dell computers will fall rapidly; they assume there will be an erosion of gross margins." "So ...", said I sagely. "Well," said the fabulous feline, "the problem is that while it could happen there is no evidence that it is happening or even might happen. In fact, there is some good evidence that it isn't happening. Remember, the devil is in the details. Assumptions are easy, evidence is much more difficult." Regards, Paul