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

To: Chuzzlewit who wrote (46069)	6/3/1998 12:41:00 AM
From: jbn3	Read Replies (1) \| Respond to of 176387

Cat, As you point out, all of the bear scenarios depend on external factors to make DELL dive... So if that is what one is hoping for, why not just buy market puts, or short the market? DELLish, 3.

To: Chuzzlewit who wrote (46069)	6/3/1998 5:56:00 AM
From: AlanH	Read Replies (1) \| Respond to of 176387

CTC, re:With the exception of Jim Patterson...nobody has anything negative to say about the company! Close your eyes, plug your ears, hum really loud and everything will disappear.<g> You seem more pragmatic than to cavalierly categorize issues as "bears", "charts" and "Asian economic woes". (Clearly from your posts, you have spent much energy toward retorts on inventory, pricing pressures, direct v. indirect sales, service models, stock buy-backs, market segmentation, corporate IT trends, etc.) Regarding MDell: To diminish DELL's "reporting of the business" into personal (eg., CEO, CFO) ethics is to obfuscate the matter. When an entity appears immune to environmental factors, questions should be raised. The other side of the coin is that pro-DELL arguments seem to be skewed toward historical stock price performance. The "hey, don't argue with me, I'm rich!" slogan hardly carries weight. This said, I am no perennial DELL "bear" and continue to profit on both sides of the fence. My observation is that DELL stock is subject to a setback -- intermediate term. This is based not on discrete evidence within or outside of DELL, rather aggregate information on myriad issues. (The collective ain't looking so hot.) Well, gotta step off the soapbox -- time to check on the potato-shaped asteroid.

To: Chuzzlewit who wrote (46069)	6/3/1998 8:43:00 AM
From: Fangorn	Read Replies (2) \| Respond to of 176387

CTC, re >My favorite silly bear argument is that MD is pulling the wool over everybody's eyes.< I let Michael pull the wool over my eyes last night and slept like a baby. VBG