SI
SI
discoversearch

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: Chuzzlewit who wrote (49676)7/2/1998 2:48:00 PM
From: Lee  Respond to of 176387
 
Chuzzie,..Re:<< unprecedented growth fueled by almost entirely by internally generated cash>>

Great post. Your remarks state most clearly the remarkable aspects of this company. I always enjoy reading your comments as they accurately illustrate what many of us know but can't articulate as clearly. If some of these bears think we are too enthusiastic now, maybe they would want to check into thread talk around earnings time in August?

Regards,

Lee



To: Chuzzlewit who wrote (49676)7/2/1998 3:48:00 PM
From: stock bull  Respond to of 176387
 
<<I suspect, your protestations to the contrary, that you are short Dell. Everybody who knows anything at all about capital markets understands that risks are inherent in investing, and that there is a tradeoff between risk and rate of return. If you want safe investments, put your money in utilities or government bonds.>>

Chuzzlewit, why would I lie regarding my long position on Dell? Trust me when I tell you I am long on Dell. As far as understanding market risk, I can assure you that I have many losses and many winners. The important thing is that you make more than you lose. So, what's new.

Let me know if you want to enter into a discussion regarding market risks; ie, beta, interest rates, currency, money supply, etc., etc.

Stock Bull




To: Chuzzlewit who wrote (49676)7/2/1998 4:52:00 PM
From: freeus  Read Replies (1) | Respond to of 176387
 
What year was the BTO model begun?



To: Chuzzlewit who wrote (49676)7/5/1998 1:04:00 AM
From: Buffalo Bob  Read Replies (1) | Respond to of 176387
 
When Dell exited the retail business ......

"It was a loosing proposition...the more units we sold, the more money we lost"

Bob

Psst....don't tell CPQ, HWP, and IBM