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

To: Lucretius who wrote (78096)	11/11/1998 12:17:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Lucretius, if the issue of stock options is what bothers you about Dell, I concur. But the problem isn't just Dell. It extends to companies like Disney, IBM, Cendant (which just had the nerve to reprice its options!). In fact, I think it is hard to find a company other than Berkshire Hathaway (I think) that does not engage in this deceptive practice. But the point remains that I railed away at this very issues during the summer, and was treated with respect by this thread. Certainly, my comments could not be construed as cheer leading. Once the participants understood the nature of the problem they developed a deeper understanding of the company they invest in. I am virtually certain that none of them resented this discussion (which was quite negative in tone). I do not remember you joining in on this issue. If you treat people with respect, they will respond in kind. Reasonable people can reasonably disagree, but when you refer to your counterparts as kiddies, or children, they will respond in kind. Perhaps you ought to turn to what I consider to be two major bubbles in the stock market: large cap companies like Coke (which has very limited growth potential), and the internet portal and sales stocks that have little if any earnings. Ignoring Dell's stock for the moment, Dell has shown itself to be a formidable growth company with a model that none of its competitors could duplicate. It's excellent financial model provides a tremendous cash generating engine that is sufficient to fund 70% growth per annum internally. Can you think of another company that has accomplished this feat? TTFN, CTC