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

To: tsyl who wrote (58406)	8/15/1998 1:10:00 PM
From: jim kelley	Respond to of 176387

Tsyl, Re: Opinions being put forth as facts Good post! Setting Mr. Spaulding, Patterson, Kim , Zalesky, etc straight is a full time job. They can post faster than we can do the fact finding to rebut their posts. Of course, this is because they post their opinions as though they were facts. Regards, Jim Kelley

To: tsyl who wrote (58406)	8/15/1998 3:47:00 PM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176387

tsyl, Thanks for setting the record straight regarding Spaulding's comments. I find some of his posts maddening because they are expressed with such certainty, and yet at their heart they are flawed. I would add one point. Timing the market is a fruitless exercise. You will find that timers like Spaulding et al. temper their prognostications sufficiently so they cannot be tested. This, every possible outcome has been predicted. The market is by nature a stochastic process, and therefore unpredictable. Those of us who invest in Dell (as opposed to trade in Dell) do so because we see this as a finely tuned company with excellent growth prospects in a growth industry. There are no adequate valuation metrics for this kind of company, so claiming that the company is overpriced begs the question by assuming a decent valuation method. TTFN, CTC

To: tsyl who wrote (58406)	8/19/1998 2:07:00 PM
From: William C. Spaulding	Read Replies (6) \| Respond to of 176387

Price Moves after stock splits. Hello, folks, I'm back for a little bit, but still have much to do at home, so I won't be chatting much. Tsyl, if you recall, I said that the market is very good from mid-January to mid-July. Note when all of your splits you documented took place. And I said this just last week, stocks usually do well in options expiration week, but after this week, they will start to drift downward toward Labor Day weekend. That Dell announced a stock split doesn't matter. It will still drift downward. Even with its good earnings, at 110, it still has a p/e greater than 66, at 120, it is over 72, but like I said, let's wait and see what happens.