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: Jim Patterson who wrote (38877)	4/24/1998 1:16:00 PM
From: Sig	Read Replies (1) \| Respond to of 176387

Jim: <<<Not to worry >>> I don't worry about Dell, but I spend a lot of worry on the market. It is not the easiest or happiest thing to hang on to Dell stock during those 12% and 30% corrections we had last year. <<<< Just buy DELL, The stock of the Decade !!!>>> You have this one right, merely check the chart. I have been in Dell since 1993, at roughly $1 /sh equiv. Company fundamentals still strong, good for another few years minimum. A person can short Dell successfully just after a sharp run up and get maybe 5 to 8 points down. A few weeks later and it starts up again. (Bear trap) snap, crunch, ouch,ouch,ouch. Sig

To: Jim Patterson who wrote (38877)	4/24/1998 7:06:00 PM
From: K. M. Strickler	Read Replies (1) \| Respond to of 176387

JP, If DELL is correct, and the world wide distribution gets online in a timely fashion, a correction here may not have the devastating effect that a correction would have on a company that is only in the US. If there is a 20% correction, based on the JIT-BTO model, and there is an effect on manufacturing, won't DELL be able to weather the trend since they don't build before the order is made? I'm sure that there might be some turndown, but I think that DELL can recover more quickly. This is something that the market will eventually reveal to all of the investors. What would it take to indicate to all watchers of DELL, that DELL (is/maybe) different, and that it (is/maybe) a different type of investment? DELL may well be the stock of the decade. >26,000% sure might put it in that category. JMHO, Regards, Ken