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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: SecularBull who wrote (1270)	7/22/1998 1:21:00 AM
From: Lucretius	Read Replies (1) \| Respond to of 2578

Long: These last two posts are some of the most childish by you I have seen (and the others were pretty bad). Sometimes I wonder if you are 12 or 17 ?? Name one thing I've said that is false. I don't think you can. (my opinions don't qualify under this catagory since opinions are neither true or false) Additionally...LOL!! I'm so glad you have a few bucks in your pocket. Go buy yourself a burger and chill out. Again, you really need a hobby. I'm always impressed when people tell me over the internet what big shots they are and how much $$ they have. Here's a little secret: If you're that interested in wanting people to think you have money, don't advertise it!! It makes you look petty and small. I'll say this for ya: you do enjoy trying to stir up trouble, but you're going to have to bait me w/ something better than that to get me to join in the trashtalk match, and NO I won't post over on the DELL trashtalk thread until DELL hits 84. Too many children like yourself that are only interested in insulting each other. DELL w/ it! -Lucretius

To: SecularBull who wrote (1270)	7/22/1998 8:56:00 AM
From: AJ Berger	Read Replies (2) \| Respond to of 2578

DELL Bear's are coming out of hybernation Last year I correctly predicted the WDC was in trouble when it was trading in the $50's and no one wanted to listen. I feel the exact same way about DELL for similar fundemental logic. I know these statement are written with a broad stroke, but consider; 1. DELL continues to ignore the growing sub-$1,000 market 2. DELL continues to ignore the retail store and VAR market 3. Boring Notebooks continue losing share to IBM and Toshiba 4. HP & Compaq Corporate Desktop offerings still more compelling 5. HP, Compaq and now Sony taking consumer market share away 6. Internet based web purchase/configure done by competitors too 7. DELL Direct division is fraught with pricing & delivary problems. 8. Xenon based servers are too ambitious to be taken seriously 9. Outsource/VAR's continue to sell HP & Compaq server and leave DELL to the do-it-yourself'ers, thus increasing DELL support costs. I have no agenda, and won't be back to debate these points. Just want to go on record that as of this date, DELL should be trading below $40 a share over the next 4 months.