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


To: Walt Corey who wrote (69516)10/6/1998 10:58:00 AM
From: Mohan Marette  Read Replies (1) | Respond to of 176387
 
'You da man' Walt. <vbg>

In my opinion DELL is worth $96.00 right now and the stock should be in the 70s as we get closer to the earnings.Once the earnings are out and once the company gives the 'guidance' for Q4 I may have to up my price target. I will only listen to the management and not the market or pundits or some damn analyst,I will only consider selling this stock when the company tells me to sell the stock and it has worked so far I don't see any reasons to change this strategy.If had listened to the damn analysts or the market I would have been out a long time ago and I don't think any of these goons have my interest at heart.

Thanks for the thought,much obliged indeed.



To: Walt Corey who wrote (69516)10/6/1998 11:05:00 AM
From: jim kelley  Read Replies (2) | Respond to of 176387
 
Walt,

I agree with your statement about congress. It is disregarding the needs and wishes of the electorate and ignoring all important business over this Washington soap opera.

I intend to have a list of congressmen and senators to vote against when I walk into the box in a couple of weeks. It is time once again to flush the toilet.



To: Walt Corey who wrote (69516)10/6/1998 11:43:00 AM
From: zurdo  Respond to of 176387
 
Walt, your post on DELL hitting the mid seventies is refreshing and welcome. I heartily agree with you...I also emphatically agree with you about the low quality of the new crop of mean-spirited people in congress...They don't appear to give a damn about the rank and file American, including their own constituents. I hope American voters will flush these partisan losers down the toilet in the coming elections. These lightweights have done nothing to improve the quality of life for us, but they are sure trying to wreck the progress we have made so far..



To: Walt Corey who wrote (69516)10/6/1998 12:05:00 PM
From: Rif Kamil, M.D  Read Replies (1) | Respond to of 176387
 
OT I would love to see the Congress get a licking from the population. However, I'm not sure that the "man on the street" would see the IMF being loaned more money as being relevant to his/her welfare (Even if this may be so in the long run).Until recession hits the US directly the short-sighted congressmen will continue to stall IMF funds.

Congress (and the populace) are very fickle and easily swayed. The drama being played out in Congress and with Clinton is like Shakespeare's Julius Caesar. There is many a "Brutus" lined up to stab Clinton and many a pompous senator will huff and puff about "morality" because he thinks this will carry more weight with the electorate. (Unfortunately, instead of a Mark Antony we have James Carville!)

I fear that the global climate will not allow DELL to reach highs in the near future. Look how CSCO got hammered. If there is any indication that PC sales will be slower than expected we could see all PC stocks tank even further. I do think that DELL will do better than the rest (based on its past and current performance), however and I do think that Michael Dell will guide this company to be the #1 PC maker within 1 or 2 years. But all that may mean squat if PC sales plateau over 1999 (sort of like INTC being #1 chip maker in a depressed semi-conductor industry, its stock has gone nowhere over the last year). DELL is still about 200% up for this year and may be subject to corrections.

The bottom of this market will be indicated to me by these possible markers:
1. Internet stocks come back to earth
2. PC stocks P/Es become more reasonable
3. Long bond yields start to rise

All IMHO ofcourse, just babblings.