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: Ian Davidson who wrote (40666)	5/6/1998 7:06:00 PM
From: Lucretius	Read Replies (3) \| Respond to of 176387

'ole Fleck, yea. he's just another idiot that happened to pick the top of the Japanese bubble to short it and made millions in '89. I wouldn't worry about anything he has to say. Blow it off. Keep buying :) 60x earnings isn't that expensive when we're talking about DELL "the plastic box w/ chips in it" maker. I say send it higher........... -Lucretius

To: Ian Davidson who wrote (40666)	5/6/1998 8:27:00 PM
From: Tweaker	Respond to of 176387

Don't buy Dell and don't short Ktel? What a guy!

To: Ian Davidson who wrote (40666)	5/6/1998 11:10:00 PM
From: Rob Mannel	Respond to of 176387

>>Speaking of gloom and doom, check out Fleckenstein's comments on Dell at... << Fleckenstein was also saying intel would hit fifty last year. He may be right that Dell is over valued, but companies with great earnings growth over several years tend to correct by moving side ways for several months rather than dropping significantly. IMO shorting Dell is like playing chicken with a train.

To: Ian Davidson who wrote (40666)	5/7/1998 12:02:00 AM
From: Fangorn	Read Replies (1) \| Respond to of 176387

Ian, Patterson makes a lot more sense than Fleckenstein which ain't saying much. From his answer it seems the great Fleck hasn't looked at Dell at all in a couple years. His rant hasn't changed a bit.

To: Ian Davidson who wrote (40666)	5/7/1998 1:48:00 AM
From: Chuzzlewit	Respond to of 176387

Ian, one of the oddest things about Fleckenstein is that he claims that Dell operates in a business with no barriers to entry. If that's the case, why is it that no company has been able to emulate Dell's business model. That model is the barrier to entry. TTFN, CTC