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

To: Lucretius who wrote (63345)	9/3/1998 9:08:00 AM
From: Fangorn	Read Replies (3) \| Respond to of 176387

Ludicrous, When asked for facts, all you offer are opinions. > 1. we are headed for recession/depression< pure opinion >2. pricing competition will increase< If true, Dell gains. >3. ASP's will continue to drop< It's the margin, stupid. >4. DELL stock is biggest Tulip in history (as far as stock prices go)< This is a joke, right? >5. The stock mkt is headed for the worst bear of all time which leads us back to #1 since 60% of the public is fully invested in the stock mkt.< ~40% of Americans have SOME exposure to the market. When you throw out claims like "60% of the public is fully invested" any shred of credibility you might have had is lost.

To: Lucretius who wrote (63345)	9/3/1998 11:01:00 AM
From: Jim Patterson	Read Replies (3) \| Respond to of 176387

RE: 1. we are headed for recession/depression I agree will all points on your list LT. One thing on DELL's stock. Most likely the fundamentals of DELL will not start to weaken until after the stock has fallen 40-50%. At that point, things like building a new center in Brazil, (a country that is about to enter a depression) will start to come back to DELL mgt as not quite as wonderful of an idea as origionaly thought. Other things like spending all free cash to buy back shares that are now not worth what they paid for them will look bad too. On 5, I think the number is closer to 45%, but if you consider that at least 90% of americans have some sort of insurance, home, auto, health, and 100% of insurance companies have equity exposure, One could imply that all americans have a vested intrest in the health of the market. That market is going down and there is nothing that can be done to stop it. Despite popular oppinion, Stocks are not a safe place to put money. Risk is real. Leverage hurts when it goes against you. Barrowing money is a bad idea. You will not sell you house for more than it is worth today. I really don't want to go through this., but there is nothing I or anyone else can do to prevent it. So lets profit from it. Jim