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

To: PoorRich who wrote (57147)	8/8/1998 11:54:00 AM
From: zalesky	Read Replies (2) \| Respond to of 176387

To all: Sure Dell will announce another split very soon. The question I'm sure a few investors have on their minds is: Will Dell go shopping for a partner to compete with CPQ???? If this unfolds there should be a short term capitulation by momentum players which will produce a BUYING OPPORTUNITY not seen since AT&T collapsed last year!!! LETS MAKE SOME $$$!!!!

To: PoorRich who wrote (57147)	8/8/1998 12:20:00 PM
From: tsyl	Respond to of 176387

Mr. Poorer.... Your handle speaks volumes. Dell will in no uncertain terms will not announce a 3:1 split. As for Dell being motivated to split its stock down to the dollar values of its rival, CPQ, why not have CPQ try to get its sh*t together and pull its own stock price up to represent that a of real computer company. Dell does not measure business decisions on CPQ's stock price. In no way shape or form is CPQ for the gold standard measure for stock price, business models or excellence in any manner. You use $105/3 as a basis to achieve $35 per share. This reminds me of our friend Eddie (expletive deleted). This "vision" must be based on Dell stock price tanking over the next few weeks, then getting its legs back after earnings and running to $105 by around the 15th of September. Announcement of a split at $105 may be a possibility. But under your own assumptions,Dell would run hard following such good news. The price at the ex-date of the split should be more like $120-130 per share. Lets hope. Good day.

To: PoorRich who wrote (57147)	8/8/1998 12:42:00 PM
From: AmericanVoter	Read Replies (1) \| Respond to of 176387

PoorRich, I think the split has to do with bringing in some cash... here is how I see it. DELL has been buying their stock back... a multimillion dollar buyback... can't remember the number, $70 or $80M. DELL has authorized an increase in the number of shares from 1B to 3B. So, at some time DELL will have to announce very impressive earnings along with a split (for simplicity say 2:1)... a given will be an increased share price... and that is when DELL will offer some of the shares bought back earlier to the market... and bring in some cash... the only thing that I keep asking myself, well, it is to DELLs best interest to buy all the shares they want at the lowest possible price, and the question that comes to mind, was that the $98 - $99 seen last week or the $78 seen in June... I guess the question is, did DELL buyback all the shares they can with the money they have for that or not...? any info. on that... DELL as a company is a well managed and run company, and I think that they have been focused on improving their direct sales model and have been doing a wonderful job over the years, to the extent that merely catching up is already a such tough job for competitors... I think what makes DELL very volatile is the fact that many people who have money on DELL don't really know all the facts, they just went with the numbers to make money, and they are quick to the exit doors... here is what I will do... I am going to get out of my August $105 and $120 call options, and will go long with money I can forget about for a year or so... Good luck to all. Amein Alsuezi