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

To: Chuzzlewit who wrote (52774)	7/21/1998 11:19:00 AM
From: T L Comiskey	Respond to of 176387

Chuzz...re; wake up and smell the coffee......change that last word to DELLee..ggggggggg.!!! tim

To: Chuzzlewit who wrote (52774)	7/21/1998 12:37:00 PM
From: jhg_in_kc	Read Replies (1) \| Respond to of 176387

Chuzz, please clarify what you and Jim mean by the term "commodity" when you use the word in connection with Dell's computer assembly business? I this will help all of us on the thread understand Dell better. To me, a commodity used to mean pork bellies, or winter wheat, or silver. Now the word is used to in some way belittle a product, i,e. clothes from Wal-Mart, the personal computer. In this context, please define "commodity." What do you mean? is this what Jim means when he uses the word? When gentlemen define their terms, knowledge increases. jhg

To: Chuzzlewit who wrote (52774)	7/21/1998 3:32:00 PM
From: Jim Patterson	Read Replies (1) \| Respond to of 176387

re: Part assemblers should not trade at 75 times earnings no mater how incredible their growth is. Really? Is this the eleventh commandment, or perhaps a missing statement in the Sermon on the Mount? I will make you a bet. Go back and see how much money you would make if you bought all of the companies that assemble parts when they traded at 75 times earnings. I bet the $$ amount is very small. Reason being, not very many ever traded at that high of a multiple. Jim