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

To: Jim Patterson who wrote (49609)	7/2/1998 10:39:00 AM
From: Venkie	Read Replies (1) \| Respond to of 176387

Market leader.. We are trading sideways and as you very well know..We will have an earnings run as always....The sky is not on fire..only the internet stocks..100 by August <AT LEAST>.. Jim you know its true so dont get beside yourself..Are you long or short at the moment?

To: Jim Patterson who wrote (49609)	7/2/1998 10:41:00 AM
From: K. M. Strickler	Read Replies (1) \| Respond to of 176387

JP, It appears that many times one takes a 'micro' view of the market and a stock instead of the 'macro' view. IMHO, the Internet stocks have garnered a bit of the interest as they seem to be 'rocketing', and the money that might have gone into the 'hardware' or 'software' areas have been 'diverted' into the 'service' arena, at least temporarily. That is the way of the market, and in the past, investors will continue to 'move' their investment dollars around. I think that DELL has made some really great advancements as they seem to be moving toward the large capacity systems and the next level of computer complexity. Nobody is surprised that CPQ and IBM is in that arena as they have been there for years. There is obviously a requirement for large sums of capital to 'get into' a new arena with more sophisticated equipment. I wonder if some of the $500mln that was 'borrowed' is being used for this effort? Just a thought! OT OT OT How's the new 'baby'? Sleeping through the 'night' yet? You take turns getting up to take care of the 'baby', or do you make your wife do it all? Regards, Ken

To: Jim Patterson who wrote (49609)	7/2/1998 11:27:00 AM
From: Ex-INTCfan	Respond to of 176387

This (Dell stall) happened the last time the Internet stocks had a big run. I suspect there may be a relationship here. Many people who buy stocks like Dell find Internet stocks difficult to resist when they are running. (I couldn't resist myself, but I kept my Dell position just the same. But why, oh why did I sell AMZN at 94?) I believe these stocks siphon off some of the cash that normally would go to buy Dell, thereby limiting its upward movement. However, this is just a theory. I like it because it is mine.