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

To: larry who wrote (50906)	7/13/1998 8:00:00 AM
From: Sig	Respond to of 176387

Larry: <<<DELL is still my current favorite tech issue, along with MSFT, CSCO, and LU. However, I am seriously thinking about investing in YHOO! >>>> Thanks for discussing the issues of major local concern: If I get burned on a stock its usually because I stepped outside the corral to play in strange pastures.We get the best and latest information here on SI with rumors being chased down and verified within minutes of their happening. It worries me a little that our experience has been with a generally rising market( might get overconfident in stock picking ability), but that is counteracted by surviving two major tankings But if the market was flat, Dells performance might shine even brighter, and the Nasdaq is up only a few percent in the last three months Market cap is of little concern, the present revolution in web marketing and Web use will continue. Also, what would be CPQ's market cap today if they had more successfully absorbed Tandem and DEC and the stock was a more reasonable $70/sh( I won't own it until they show some progress tho) How big would ATT be today if they had not been broken up twice and divested all the baby bells and spun off Lucent?? This post a bit too general to be useful- your post a lot better-good ideas. An interesting way to handle CPQ Hmmmmmmmmmmmmmmmm I like Yhoo but haven't been able to keep it, broker and wife make me sell it when it goes up ( Looks like that Japanese thing did not even last thu the night) Thanks Sig

To: larry who wrote (50906)	7/26/1998 2:25:00 PM
From: Sig	Read Replies (1) \| Respond to of 176387

<<<DELL is still my current favorite tech issue, along with MSFT, CSCO, and LU. However, I am seriously thinking about investing in YHOO! because: 1) internet is definitely going to enjoy triple digit growth rate in the next 10 years, and YHOO! and AOL are the best poised to take advantage of the situation; 2) DELL's days of 50%+ growth rate might be gone. I guess that after DELL reaches market cap of 100 billion, the reasonable scene is the expect a 25-35% annual appreciation of its stock price......I just have a hard time of seeing the issue having a market cap of 200 billion.>>> Thanks for you comments on these issues.Have bookmarked the post If market cap above 100 bil becomes perceived as evil in the marketplace and detracts from progress I count on the genius of Tom Meredith and MD to handle the problem so Dell can go on about its business. Might spin something off or form another company- Della stock, Dellb stock(whatever). They will find the answer. Sig