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

To: On the QT who wrote (76945)	11/7/1998 9:12:00 AM
From: Sig	Read Replies (7) \| Respond to of 176387

Re Slow movement of Dell <<<<I personally do not think that a whole bunch of individual investors decided that Dell wasn't worth the investment. Where is the news? Any so called Analyst of import give Dell a downgrade? I don't know of any rational factor that occurred that would unite and invite a no confidence investment from a large group of diverse investors. So probably it is not the small investor who collectively decided that Dell wasn't worth it. Why would they? >>> IMO the news factor very important here. Brokers as always engaged in shaking the trees, getting people to trade stocks, and especially selling IPO's at great profits. Investors are still looking for the next Dell, making the false assumption that it will be perhaps a new stock,a low priced stock, or a great invention in the medical field, or one of the Web stocks like Aol which picks up millions of 'customers' with each deal or acquisition, or makes singular multi-bil deals like Csco or Lu. These exciting and numerous stories are an easy sell, where smooth-talkin, tall walkin Dell just goes ambling along until one day about every three months at earnings time, investors realize Dell is making money hand over fist and taking market share, while their other stocks are earning zilch. The general public does not see Dell's in the Best Buy, Circuit City stores so it is much easier to picture CPQ or Hwp or IBM as the biggie box maker. It is much easier for a broker to get people to invest in things they use or know- F, C, GM,BA,BAC,LMT,BBY, DD, DIS. And Dell's expansion plans are not general knowledge except to Thread members and readers of the Austin Statesman because Dell is not inclined to brag about it. This may be part of the reason for Michael grin when he says they are growing at 5 times the industry rate. This time I have not expected a great run-up to earnings as people are re-thinking investment stategies after that last Dow tanking -looking for low P/E's, more secure investments, getting in and out of bonds, etc. The bare facts will be laid out on Nov 12 th, growth at 5 ?? times the industry rate, $6+?? mil dollar per day Web sales, new factories planned for Brazil and even possibly the US, XX % sales growth in Europe,new partnerships with Eds,Uni, Msft, and others. That 'news' should be well-received by investors.(G) Dell is the next Dell On Nov 12 th its off we go. utep.edu Sig

To: On the QT who wrote (76945)	11/7/1998 11:00:00 AM
From: arthur pritchard	Read Replies (3) \| Respond to of 176387

re: death of your dog. thought i'd put that in there, since dogs get attention, and my messages don't. First regarding the dog, i tried to respond to how you dealt with your dog's death; could not. too emotional. I do want to say, next time stay there; but you know that already...It's about those trusting eyes waiting to give out more love in an instant, than most PEOPLE give out in a lifetime. On the business side, would you please take a second, ( in memory of also having also been from merrick long island-- Iwas #10 Anding Avenue; my father taught music 25 years at Mepham high school there)..would you please take a second to respond to my thoughts that if we put a big spotlight on market maker actions with options, that we'd be more able to understand market action such as the present. Although i've said before to be gentle with me, i think i'd rather have the full force of disagreement on this, because i obsess about it. This thread is great. no response means a great big yawn!!!

To: On the QT who wrote (76945)	11/7/1998 11:52:00 AM
From: Jon Stept	Read Replies (2) \| Respond to of 176387

Hi On the QT- "any news..." I am a lurker on this thread and thought I would ask you if you have heard of a report that came out about a month ago (?) from Forrester Research that predicts a slowdown in PC sales after the corporate Y2K purchase surge. I have not heard this news mentioned on the thread as I consider this news when postulating Dell's low volume and stagnant price. Another thing I have noticed is other shares, like Compaq, that are also trading at low volumes and kind of a stagnant price when the rest of the market is seeing nice gains. Possibly a response to the Forrester news as well as their own corporate turmoil (Digital, channel stuffing, etc...). I respect Forrester's news and predictions. I believe they made similar predictions last year in regards to the microprocessor sales and indeed microprocessor growth has slowed (look at Intel). I think the PC sales prediction was made a couple years ago too, and sales growth slowed. And what that meant is all the smaller companies went out of business, and the larger companies lost market share. I am hoping that this continues and Dell will become the #1 seller of PC's while everyone else loses market share. Let alone Michael Dell appears to be the Henry Ford of his era and is successfully using advanced technology to re-invent the assembly line. He is onto something much bigger than just selling PCs. Just my opinion. Jon :)