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

To: stockman_scott who wrote (69348)	10/5/1998 7:44:00 PM
From: SouthFloridaGuy	Respond to of 176387

<<DELL's FUNDAMENTALS HAVE NOT CHANGED. >> How do you know this? Alot of Cisco's fall is being attributed to decreased corporate spending. Much of DELL's rapid earnings growth has been attribued to the corporate market. This stock has all of a sudden become VERY weak. DELL cannot fight demand problems in the U.S.A. and will be just as prone as any other company when the country hits a recession. According to the bond market, which is hardly every wrong, we will hit a recession in the next 6 months. I love DELL, I love CSCO too, but the stock market is about FUTURE expectations. For you to say the future fundamentals have not changed is pretty absurd. Go DELL! But please see it from the side of the bears, who in this case have a very substantial argument.

To: stockman_scott who wrote (69348)	10/5/1998 9:43:00 PM
From: kemble s. matter	Respond to of 176387

Scott, Hi!!! RE: I'm confident that DELL will continue to prove that DELL is the next DELL !!!!>> Let's face it...some investment firms are actually honest...this certainly is one...their honest assessment of the 9/25 meeting is exactly what we on the thread felt it was telling all...afterall, Dell does hold these meetings...too bad some people these past two days have such a short memory....I for one anxiously await the meaning of Michael's word: "GREAT".....it may be my imagination ...and we all know that runs constantly...but not to my knowledge has he used this word previously describing a qt. Best, kemble