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

To: Craig Lieberman who wrote (70339)	10/8/1998 11:37:00 AM
From: Joseph Francis Torti	Respond to of 176387

How about if they come out with a new technology that put OEM out of business like what almost happen to Apple. Ohh wait Commodore 64. You think I am going to hold this for two years, no way they are only number. IF I don't get back my losses within three to six months I am out of this sucker. Some of you just lost your whole year gain in five frigging days. Joe the idiot.

To: Craig Lieberman who wrote (70339)	10/8/1998 11:43:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

Craig: Great Post. There still are some LONG TERM DELL INVESTORS left out there. I have not sold a single share of this stock yet. A few weeks ago Michael (one of the few CEOs with tremendous integrity) said they are having the best quarter ever and that means they should beat the last quarter of 73% earnings growth and 52% revenue growth. If this is the growth rate why is it selling at $44.5 with a p/e of just 37? Because as when the stock hit 69 it may have been over valued and now it is under valued. Hold this incredible stock for three years or more and see how happy you become. I have unloaded my risky internet stocks but I continue to hold DELL. IMHO, we are in the eye of this global economic storm and we will pass through it. When calmer waters appear, DELL will attract a SIGNIFICANT % of the investment dollars. The company's fundamentals have not changed. You know things are IRRATIONAL when KO is trading up and DELL is trading down. Which of these firms has a better outlook for growth in sales and profits going forward?? Which of these firms has been warning about an inability to generate higher profits in turbulent overseas markets?? Hmmmmmm.......Check out the new issue of Forbes and you'll see a great article on the superiority of DELL's business model. The hedge fund managers (like Cramer) don't have time to read this. They are too busy selling high quality growth stocks (like DELL). Better Days are ahead. A LOT of cash is sitting out on the sidelines and eventually it will go to work. DELL will recover and Patience will pay off!!!! -Scott