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


To: Chuzzlewit who wrote (44112)5/21/1998 2:26:00 PM
From: Venkie  Read Replies (3) | Respond to of 176387
 
Paul..I am going to get me some Intc..pfe



To: Chuzzlewit who wrote (44112)5/21/1998 2:30:00 PM
From: Paul Merriwether  Read Replies (1) | Respond to of 176387
 
Chuzzwitch
In 10 years dell's market cap will be 15% of the gdp of united states?
(assuming a 3% growth rate).
(6*10^10) * 2574/89 = 1.735 trillion!!!



To: Chuzzlewit who wrote (44112)5/21/1998 3:07:00 PM
From: Jim Patterson  Respond to of 176387
 
RE: Jim, if you start to act and think like an investor rather than a trader, you will see how devoid of logic your argument really is

Chuzzlewit,
I take it you understand what I am driving at.

If you will go back and study a little history,
You will find that Investing in Equities as measured by the popular indicies, you will find a 10-15% anual return on average.
By trading, I hope to improve on this measure.
If you look closely you will find out that for the past 4 years, we are way above that mark.
A return to the mean will occure.

This does not mean that DELL will go down. It means that in general, many portfolios that have seen above average growth will see a correction back to the mean. I am implying a time of under performance to bring the short term average down.

I am not going to attack your assumption.
I will add, it is just not that simple. The last 4 years have made it very easy. In time, expect a return to the mean.

Jim