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

To: Chuzzlewit who wrote (59544)8/19/1998 2:23:00 PM
From: Lee  Respond to of 176387
 
Hi Chuzz,..Re:<<I could only imagine what will happen when Asia rebounds. >>

This probably best explains the difference between us and the bears, we can imagine. Aside from the exemplary financials which the bears also choose to ignore, if we keep a positive view going forward and have some bit of imagination, Dell looks positively undervalued at today's price. <VBG> Just on performance alone it's a bargain!

Now, speaking of bargains, TLAB has to be the biggest bargain out there today. Any chance that the merger won't proceed because of CIEN's drop in market capitalization? Or maybe an adjustment in price?

Regards,

Lee

Edit - techstocks.com



To: Chuzzlewit who wrote (59544)8/19/1998 2:44:00 PM
From: T.R.  Respond to of 176387
 
Good point!

It's almost scary to think how high Dell might've climbed if we were in the atmosphere we had a year ago last June.

T.R.



To: Chuzzlewit who wrote (59544)8/19/1998 5:59:00 PM
From: Dr. David Gleitman  Read Replies (1) | Respond to of 176387
 
It should be noted that even with these impressive numbers, DELL only maintains 8% of the overall market. Think of what they can do when they increase their market share.

Best of luck to all.

David


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