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

To: K. M. Strickler who wrote (65450)	9/14/1998 12:54:00 PM
From: LWolf	Respond to of 176387

Ken & All - Clinton speech to the Council on Foreign Relations re: the world economy (see: #reply-5743392) LW

To: K. M. Strickler who wrote (65450)	9/14/1998 1:11:00 PM
From: WBC	Read Replies (1) \| Respond to of 176387

Ken, I believe that most of us agree that there are numerous market risks that may have a negative impact on Dell, despite its stellar performance, excellent management, ever improving business model and new product lines. That said, I also believe that investing in Dell has a much higher reward vs.risk to offset this possibility in the next several years. Most Dell bulls can appreciate a thoughtful, anecdotal method of expressing a concern as you have done. In LT's case, its not necessarily WHAT he says, but rather HOW he states his position, usually in the most obnoxious fashion possible and without backup of any substance. He has been pulling his "chicken little" act on Dell for so long now, most Dell bulls have written him off as being little more than a gadfly.

To: K. M. Strickler who wrote (65450)	9/15/1998 10:46:00 AM
From: Jim Patterson	Read Replies (1) \| Respond to of 176387

Ken, RE: Don't miss interpret my point here. LT and 'Dad' are probably correct at some point in time! You almost sound like a bear here. Some of what I think you are saying is along the same lines of thinking that I have right now. Have you seen the Latest issue of Business Week? The rocket scientist low volatility approach explodes on the launch pad. In a nutshell, These guys started in 1994 and up until July 1998 have had great returns and ver low volatility. Note here, since 1994 the market in general has provided above trend returns with below trend volatility. In August they were down 42%. Why, lack of liquidity. I think this is the type of thing that many investors are going to be faced with as the market volatility goes above the long-term historical trend level. It will happen to DELL, I think we all know it at this point. But none of us know when, and think there will be liquidity for us to exit as it hits. The rocket scientist, Phd's and all made the same mistake. It cost them 42% in one month. Jim

To: K. M. Strickler who wrote (65450)	9/26/1998 12:49:00 PM
From: On the QT	Respond to of 176387

Hi Ken, Got your PM today and since it was a fleshing out of what you posted here, I thought I would publicly give a qualified acknowledgment of the concerns you have expressed. That is why a strategy that allows us to be protected from the downside possibilities while maximizing our upside probabilities is all important. I am still convinced that the only way for me under the present circumstances is to stay within the framework of what I know. In light of what I am discovering in my current research, there may be much in the way of improvements ahead. I know so little of what can be learned about all of this good stuff. Ken, I am kind of excited about what I am able to verify to my satisfaction. Most of my work is in a Bull Market environment using highly rated IBD stocks with improvements on a subjectively formed (hybrid)"Buy and Hold" strategy. However, I really am ill equipped to profitable deal with a prolonged Bear Market. My posture there is flat, mainly an O'Neil approach, (basically out of the market into the usual bond, money market, treasury stuff ). I don't like being on the sidelines there, yet I have very little enthusiasm trading in the kind of vehicles that may really work in a truly understood Bear Market. Perhaps, at some future date, my position on that will have changed; Especially, if in fact, we really do experience the kind of flat market that existed back in the very late sixties on through the very early eighties! It happened before it could happen again! Ken as usual your do provide much to think about. You do have a way to get us all to dialogue in a more constructive way. Now if we can get all of the Bulls and Bears to be nice to one another……. (Don't press it QT say goodbye!) OT Good luck on your latest trading concept, I am deeply in the process of investigating that general area. I'll PM you privately when I am satisfied that it will be of use to you. Regards, QT