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


To: Jim Patterson who wrote (37338)4/9/1998 2:46:00 PM
From: Venkie  Read Replies (1) | Respond to of 176387
 
Institutions...There has been 10 mil traded and some fair size tradeds.
I hope all 10 mil were bot by Grandma....Just hang on Jim..We still have about 1/2 before the buying starts..Are you still short?



To: Jim Patterson who wrote (37338)4/9/1998 2:51:00 PM
From: Lee  Read Replies (2) | Respond to of 176387
 
Jim P.,..Re<<Dell Meeting>>

1. Opportunities for internal growth "massive" - therefore, not looking for acquisitions to boost current business.
2. Inventory liabilities minimal - inventory devalues about 1%/week and compared with others who buy on a larger scale, Dell is liable for maximum 7 days. (There goes the failure of the JIT model conjecture.)
3. PE is undervalued if compared with growth.
That's all I remember exactly, perhaps others could add.

Generally, Dell sees lots of opportunities where others (bears) see mostly dead-ends. Those with vision?

Regards,

Lee



To: Jim Patterson who wrote (37338)4/9/1998 2:53:00 PM
From: KENNETH R SANDERS  Read Replies (1) | Respond to of 176387
 
JP>>>>>>>>>>>If the meating were great and there were some reveloutionary news coming out at
the meating, <<<<<<<<<<<<< No MEAT in the MEETING. You may be right but we know where the BEEFER is<G>



To: Jim Patterson who wrote (37338)4/9/1998 3:12:00 PM
From: SecularBull  Read Replies (1) | Respond to of 176387
 
Jim P., I give up. I now understand why you're a bear in this market. You're too impatient to just sit and watch your stocks go up. You'd rather try to make money on violent, downward moves. Well, for the next few weeks, you can forget DELL moving down with today's revelations. 65+ is here to stay.