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

To: jim kelley who wrote (53735)	7/23/1998 11:59:00 PM
From: Patrick E.McDaniel	Read Replies (1) \| Respond to of 176387

Jim, it is scarey how much we think alike! I will be waiting for the IDC/Dataquest reports to get a good estimate on Dell earnings. A lower day tomorrow can be expected but when Dell turns it will be fast and dramatic. Pat

To: jim kelley who wrote (53735)	7/24/1998 12:20:00 AM
From: GRANOLA	Respond to of 176387

PATRICK, What is DELL worth based on that method? GRANOLA

To: jim kelley who wrote (53735)	7/24/1998 12:55:00 AM
From: Sig	Respond to of 176387

Jim: <<<If GTW was run by DELL their profits would have been more than double what they reported.>>> Thanks for the work and the neat comparison of Gtw vs Dell Market corrections today are fast and sometimes violent, and yeaterdays earnings from even major companies like cpq, hwp, ibm are ancient history obscured by clouds of dust raised by the next major company earning report. Despite Mr G's words, I read where the internet stocks held up well today, so perhaps this is not a major 'flight to quality' situation. ( my idea of quality is different- includes Dell) So am not guessing what happens tomorrow. In recent weeks I have for the first time ever used margin, and have some deep pockets ( compared to what I used to have)(Hehe), so will continue to buy Dell whenever it drops from these levels. Reasons for this include the fact that companies are now alert to the yr2k problem and actions to replace computer systems will build rapidly. As one person noted, many have to be fixed 3 months before the yr 2k, i.e.,15 months away, not 18 The FAA has done a lot of work checking their system for compliance, and decided they could fix it without replacing much hardware( despite the manufacturers leaning on them to buy all new), and they are nearly ready announce the system will work perfect until the year 2023( At which time planes may begin flying into mountains unless they fix the yr2023 problem) None are more money-concious than banks and stock traders, I count on them have those ATM machines running smooth as silk, and the DOW and NAS (Dell's) fully functional. So overall the tech sales including Dell, CPQ, and GTw,should begin to increase rapidly in coming months Sig