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: Techie who wrote (46999)	6/10/1998 12:18:00 AM
From: jz	Read Replies (3) \| Respond to of 176388

Hi Techie, Went through your posts. Like your info and logic a lot. No, wont buy DELL at this level. If I buy now, I will sell call at same time. BTW, what's MF for DELL now? Do you think CPQ is good buy at this level? What they will do on Thursday? Thanks and take care, John

To: Techie who wrote (46999)	6/10/1998 12:20:00 AM
From: jbn3	Respond to of 176388

**** OFF TOPIC -- to Techie **** re Do the Dellionares ever get Delirious? Yes, every earnings period. More importantly, would you tell your sister/mother to buy it? Yes, my sister and two aunts. Not my mother though: she's dead. Would you really advise anyone to buy Dell stock at these prices given the realities of the PC market globally AND given the changes being adopted by CPQ, IBM and GTW? Yes. Perhaps you would care to explain the 'realities of the PC market globally'. As far as 'the changes being adopted by CPQ, IBM and GTW', if you had ever played crack-the-whip, you might have more insight. When do you plan to post something substantive? Disclose your agenda? 3

To: Techie who wrote (46999)	6/10/1998 12:24:00 AM
From: Jack T. Pearson	Read Replies (2) \| Respond to of 176388

Techie, Read back on the thread for the last few years. Some bitter paranoid is always warning that the sky is about to fall. That's one of several reasons no one here takes your warnings seriously. Compaq first said they were implementing BTO about 15 months ago. They failed miserably. Stuffed the channel last Christmas to keep up appearances. BTO is easier said than done. Even if Compaq were to really try to implement everything Dell has done, it would take them a couple of years, and Dell would have moved on to better systems and performance by then. Compaq will have some real problems with their announced model of: "I'll cut my prices to you, but not to you." It's ironic. You know who used to try that? Digital (aka DEC). That's how Digital tried to stop Sun Microsystems in the mid-80s. Everyone knows how well that worked. DEC used the tactic mostly as a defense of their current accounts. So will Compaq. The problem is, Compaq will kill their VARs because ALL of their accounts will want the sweet deal. Right Now! In fact, some of their accounts will call Dell to make their threat credible, get pissed if Compaq gives them any crap, and go with Dell. This move by Compaq sounds a little desperate. If you don't believe me, short Dell and buy Compaq. Some of the people on this thread have done a lot of research on these companies, their manufacturing systems, their distribution systems, their service systems, their return on investment, their inventory turns, etc. They have also seen Compaq, IBM, and HP stumble trying to slow Dell down, while they had no impact on Dell. So...what facts do you bring to the forum. So far all you have done is run around in circles like Chicken Little shouting, "The sky is falling! The sky is falling!"

To: Techie who wrote (46999)	6/10/1998 1:40:00 AM
From: Sig	Read Replies (2) \| Respond to of 176388

Teckie: <<< Let me ask you a serious question. Would you really advise anyone to buy Dell stock at these prices >>>> <<< More importantly, would you tell your sister/mother to buy it?>>> I can't ask my mother to buy it, she would be 106 if still around I asked my niece to buy Dell last spring at $120 share, she waited until it reached a totally outrageous price of $168 /sh before buying. Yeah it tanked for while as usual, but she is in at $42 sh for over 100 % in a year after buying at a ridiculous price. My advise is to buy Dell anytime at any price. Although price is rather predictable long term, short term it is a volatile killer( mostly bears)The other reason for saying that is because investment money is not always available so you have to buy it when the chance occurs. We had a bit of Dellerium last Feb, if you like that kind of stuff stay around for the next split announcement Sig