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

To: Meathead who wrote (45090)	5/27/1998 8:13:00 PM
From: stephen wall	Read Replies (2) \| Respond to of 176387

Meathead, <<I've noticed something. I HAVE NOT SEEN A SINGLE BEAR WHO IS INVOLVED DEVELOPING TECHNOLOGY FOR A LIVING. As an electrical engineer, chip designer, code developer ect. I wonder why that is?????>> Developing technology demands a positive frame of mind. stephen

To: Meathead who wrote (45090)	5/27/1998 8:37:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Morgan,do they know something we don't?????? Morgan BULLISH on Asia! Meat and everyone: check this out willya????? exchange2000.com

To: Meathead who wrote (45090)	5/27/1998 10:51:00 PM
From: AlanH	Read Replies (1) \| Respond to of 176387

I've noticed something. I HAVE NOT SEEN A SINGLE BEAR WHO IS INVOLVED DEVELOPING TECHNOLOGY FOR A LIVING. [No need to shout.] Haven't you been engaged in discussion (er, debate) with rudedog? Hasn't he represented himself as an IT specialist? Can we get past the "bear" vs. "bull" paradigm? You have mentioned that "bears" do not understand the requirements of 3D modeling. Rest assured, you are not alone in acknowledging the rigors of MCAD, seismic interpretation, genome mapping, pharmacology, meteorology, animation, quantum physics, etc. (Believe it or not, some of us even represent derivative possibilities in 3D.) The question isn't "do these requirements exist," rather "what is the best fit" given alternative technologies. MDell has sought to position DELL as the heir to workstation computing; after all, perception is king. However, this is a small fraction of DELL revenue in a segment where DELL is a bit player -- despite what Mikey says! Is there opportunity for DELL here? Of course. But, it is less than a natural fit and has variables outside of DELL's control. Despite all of the price war rhetoric, CPQ has a market advantage in the high-end PC workstation market. [At present, I have no CPQ position. My position with DELL fluctuates, based on models presented by a 200Mhz relic.]

To: Meathead who wrote (45090)	5/27/1998 11:39:00 PM
From: Bilow	Read Replies (1) \| Respond to of 176387

(sorry for OT and length...) Hi Meathead; As a long-term bear (though I see the Dow at 9600 to 10K this summer), I should resond to your mention that you don't see technical people who are bears. While I've been trading the market recently, the vast majority of my income over the last year has been from designing digital signal processing algorithms (in hardware) into field programmable gate arrays. I mostly use Altera and Xilinx parts. My position is usually "Senior Design Engineer", and I am responsible for getting chips, boards, and systems designed, debugged, and manufactured. I know hardware inside and out, and I am quite familiar with the components that make up a computer. I built my first micro-computers before operating systems were available for them. My first '86 machine I built up from "bare boards" (you buy empty boards. They come with parts lists, showing where to place each part. You buy the parts from various mail-order houses, then solder everything together. Then you figure out what the errors are, a substantial percentage of which are due to design errors in the boards you purchased. Finally you have a computer.) That '86 system was before DOS, so the operating system it ran was CPM-86. Back before compatiblity took a lot of the work out of hardware, I designed, built and debugged my own 8" dual-floppy controller, and wrote the software to run it. So I'm current on technology, particularly hardware, and have seen a hell of a lot more of this industry than the vast, vast majority of the people that contribute to SI, or the 25 year old mutual fund managers that invest people's "savings" accounts these days. I also find investing, accounting, economics, history and business fascinating and read as much as I can about all these things. I'm learning to day trade, and gradually getting better. It is important for a daytrader to ignore long term considerations in his decisions. So what a stock has done over the past year, or is fundamentally worth, should have little influence on a day trader. If you doubt this, compute what DELL has gone up in value during the average 10-minute period over the last year. The number is in the noise figure for a day trader, and must be ignored. The same applies to what DELL will be worth a year from now. For the moment, it just doesn't matter to me. Is DELL overpriced? I know it is, by quite a lot. What is DELL going to do tomorrow? My guess is that it goes up. I intend to be on that bus for some part of tomorrow, and to make money as the stock rises, just as I made money today by going long. Where will DELL be a year from now? My guess is $20 per share, but I'm not making any bets on it. -- Carl

To: Meathead who wrote (45090)	5/28/1998 9:11:00 AM
From: Walt Corey	Read Replies (1) \| Respond to of 176387

Right on Meathead, and I wasn't even referring to games. I believe the same phenomenon is happening in corporate America and will, by design, obsolete every desktop in 18 to 24 months on a regular basis. Planned obsolecence isn't just for home appliances and cars. Wouldn't it be interesting if the 'otherside' of the '... put Windows on every machine you sell' is 'and we'll have them coming back to you for another in 18-24 months'. Deny everything. Walt

To: Meathead who wrote (45090)	5/28/1998 12:59:00 PM
From: Paul Merriwether	Read Replies (1) \| Respond to of 176387

<< I've noticed something. I HAVE NOT SEEN A SINGLE BEAR WHO IS INVOLVED DEVELOPING TECHNOLOGY FOR A LIVING. As an electrical engineer, chip designer, code developer ect. I wonder why that is???? >> I consider myself to be bearsih on Dell. I am an electrical engineer, design ASICs for a living and am generally aware of what's going on. Sorry to give you a counter example. best -P

To: Meathead who wrote (45090)	5/30/1998 1:34:00 PM
From: rudedog	Respond to of 176387

Meat - I responded to walt in exchange2000.com with some techniques which may help him get the most out of current usage patterns. But your point is well taken. General ease of use features, introduction of both external interface like USB and 1394, and internal like AGP and 100 M bus capability will make the differences more and more obvious. I don't think this is particularly a processor speed issue but an overall capability issue. Software and usage patterns quickly change to take advantage of newer technology, especially if that technology makes a particular part of the computing experience much more enjoyable or reliable. I think PCI is a perfect example of that, it was an almost overnight shift away from VESA, EISA, ISA and all of the other interface standards, driven not so much by performance as ease of use and expandability.