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

To: HiSpeed who wrote (62081)	8/28/1998 9:33:00 PM
From: im a survivor	Respond to of 176387

It made it attractive to me, thats why I bought .

To: HiSpeed who wrote (62081)	8/29/1998 10:59:00 AM
From: jbn3	Read Replies (3) \| Respond to of 176387

Thread, Just some Saturday morning musings... For the week DJIA went from ~ 8600 => 8051 = - ~550 NYSE index went from 540 => 512 = - ~28 NASDAQ 100 index went from 1380 => 1265 = - ~115 And DELL ended up ~1 1/4 for the week. In light of the general market conditions, I suspect that DELL might not have ended up for the week had it not been anticipating a split. However, it is and it did. And it was only on Friday, when many shorter-term traders were scared to hold any stocks over the weekend, that it took the big hit. www1.bigcharts.com In addition, DELL got a lot of good publicity during the week, because it held up so well when the general market had turned to hash. It was rare to hear a market summary or report that didn't mention DELL--and many noted it as a "safe haven". Considering the market, I think that was true. This may well have implications for DELL's future performance. I expect some of the money to hold until split time, and then sell all or some of their holdings, as usual. Some of the 'safe-haven' money will probably sell once the market calms, in order to take advantage of the other 'bargains' out there. But I think that a fair number of newer investors will just decide to hold for the long-term. Where else can you get a return like DELL has provided (taking a conservative view, say only 25% of what it has done the past couple of years) with that kind of security against market fluctuations. Of course, the above musings are predicated upon DELL's continued performance. If at any time DELL fails to meet earnings expectations it will still probably get punished short term. Wish the market were open. I need more DELL. DELLish, 3.

To: HiSpeed who wrote (62081)	8/29/1998 5:33:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Hispeed, Hi!!! << If we agree on that then wouldn't these same investors avoid DELL because it has yet to take a major hit? Or does that make the stock more attractive - the fact that it has held up so well in this environment? >> I suppose you asked the wrong guy this question...<<gg>> or maybe you just want my reaction to Dell.... I just had a wonderful conversation with Russ and Pat Vandermartin of Pottsville, Pa....they drove up here this morning...Patty and I invited our neighbors Frank and MaryKay Cersosimo over for some lunch.....Frank and Mary Kay's son Jesse has the opening lines of the CNN show done on the Dell Barbecues that we hold... boasting about his cars that he drives thanks to the run in Dell stock...our conversation's were incredibly similar...Russ is pulling friends, current and former PA State Troopers into Dell....Frank and MaryKay have somewhere in the neighborhood of 65 that they have introduced to Dell....my numbers I no longer keep track of....our two hours of discussions basically were welded by the future of Dell...We laugh about the past but the future of this stock is what turns our eyes and concentration to a serious tone...The facial expressions are especially interesting...This is where I get the line "scary" from....Dell management has been speaking recently...speaking of some fantastic and almost unbelievable case scenarios...plans of their expectations...stunning lines that tell the knowledgeable Dellheads of a future that will dwarf the past successes of Dell...To answer your question: Should for one moment you think that Dell is overvalued at ANY price ...think again...DELL IS THE NEXT DELL...if you are buying this stock for the long term...and, I would certainly hope you are...Dell is in diapers... according to anyone familiar with this stock it is always undervalued and nothing is more attractive than Dell at this price...IMO with the environments that Dell has come through this summer I would judge Dell to be between 135-140 if there was a market..If you don't own Dell...BUY IT NOW and go to sleep for five years...Wake up rich!. Best, kemble