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

To: Chuzzlewit who wrote (78118)	11/11/1998 12:28:00 PM
From: Lucretius	Read Replies (2) \| Respond to of 176387

like I said.... DELL is just ONE of my bearish positions. KO and G are two of my best performers. I think you people have the wrong Idea that I have mortgaged the house and put everything into DELL puts. That simply is not the case. Risk comes in at some point afterall, and the top of DELL is difficult to predict, but when it falls it will be spectacular. That I am sure of, so I want to play it as an investment. I think I said that "co's" perform the option scam-- ie-- many US companies!!!!. I added in paranthetics that "DELL is one of the worst" as for being treated w/ respect... HOW MANY TIMES HAVE WE GONE OVER THIS? I think there's too much water under the bridge. I try my best and be civil, but you should see the posts I receive from this board. I still remember the first week or so that I posted on this board and was called all sorts of names and generally trashed like I was in an elementary school "sandbox" (that's where I coined the term) Like I've said, I think I've been fairly civil when you consider what I recieve DAILY from this board. (it is kinda funny I guess, and it does make me laugh. Maybe that's why I bother to respond sometimes?) If you see the same problems I do, why are you long this death trap? If I knew of the Titanic's propensity to hit icebergs, does thta mean I just hop anyway and ride as long as I can cause it is so much fun always thinking that I'll be smart enought o get off at the port just BEFORE she sinks for good in the middle of the Atlantic? nuts if you ask me, but that's what makes a mkt I guess? good luck.

To: Chuzzlewit who wrote (78118)	11/11/1998 2:05:00 PM
From: Lee	Read Replies (3) \| Respond to of 176387

Dear Chuzz,...Re:. I am virtually certain that none of them resented this discussion (which was quite negative in tone) I think you are trying to reason with the unreasonable. It appears that the problem LT has with Dell is personal and also that it has roots in his basic concept of the dollar losing value and the global economy going into a severe depression which will bring about the resurgence of Au. This scenario says that he has no confidence in the abilities of current leaders to steer us through any global financial crisis. (Even in the face of improving conditions in Thailand and South Korea too). Anybody without a vision of improving technology, nor the benefits to the bottom line of employing current technology will not understand that we are no longer in the industrial age of highly cyclical business. We have evolved into more of a service economy and that evolution has biased typical valuation methods, especially where efficiency and productivity are greatly enhanced using today's technology. And even when we consider that China and others are working to become competitive in a global economy, the tools with which to accomplish these efficiencies and competitiveness are the tools in which US tech companies excel. So people who don't recognize these basic fundamental changes are bound to be frozen in time, so to speak. Ergo, bubble stock market, asset inflation, etc. I just thought I should tell you that the rest of us greatly appreciate your reasonable arguments but it is a stretch to expect that some technically/vision challenged persons to understand. Even if there were no bias. <vbg> Regards, Lee