Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Lucretius who wrote (37399)	4/9/1998 8:39:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Oh great I can always use another well wisher.As for that Fleckenstein guy may I say he can go 'fluck' himself for all I care.<g>

To: Lucretius who wrote (37399)	4/9/1998 8:50:00 PM
From: Boplicity	Respond to of 176387

So tell us Lucretius, do you think the CEO and CFO of DELL would tell us that they felt the stock was undervalued and risk a law suit? Also, should I be listening to some short who has been short on DELL for a long time and wrong? Now, who should I listen to? Furthermore should I be listening to you who has been hearing, but will not tell where he is hearing, push out stories? I for one chose to listen to the people that are sticking their neck out day in a day out, and who are running the company, other then shorts that are in denial. We will see in MAY who is right or wrong. Greg

To: Lucretius who wrote (37399)	4/9/1998 8:59:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

LT, Fleckenstein has been short DELL for as long as I can remember, and he's been wrong as long as I can remember. So far Michael Dell & Company have provided conservative guidance for us. That's why there is a continuous "surprise" at the end of the quarter. The only danger, and it is temporary at that, is that the market discounts the surprise in advance. Regards, Paul

To: Lucretius who wrote (37399)	4/9/1998 11:39:00 PM
From: K. M. Strickler	Read Replies (1) \| Respond to of 176387

LT, Another thoughtful post from you! Now I have to wonder - Have we missed something as DELL investors? 1) Usually after a split, stocks trade above their pre-split levels, however DELL is only 135 1/2 pre split, and their high had been 143. It has been awhile since the split! - What Happened? (LU went to 150 pre split.) 2) In the past, good news from MD would have more investors moving in. I didn't see that today. Now the fundamentals have not changed, the JIT model is as powerful as ever, and yet DELL is just floating! Those here on this thread that have contributed and live in DELLtown have indicated that the building of new facilities is progressing. I don't understand why the 'experts' haven't picked up on this? I didn't see the interview, but gather that it was less than expected. Could MD have presented a stronger case ad-lib? Could he have gotten some 'numbers' out to indicate how things have gone? Not percentages, you know, but numbers like 250,000(?) units delivered with such and such configuration, 300,000 with such and such. What ever it takes to get across to these experts that the market is growing, shrinking, or sideways! Are the numbers as good as we think? Is this the normal slump? I, for one, will be very interested in the May report, but might move some back to LU or AOL for a bit of a ride! Of course, I will be in DELL for that report. Just musing! Thoughts? Regards, Ken