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

To: powershred who wrote (79580)	11/13/1998 2:31:00 AM
From: hsg	Respond to of 176387

Thanks.

To: powershred who wrote (79580)	11/13/1998 2:58:00 AM
From: DAY TRADER	Read Replies (1) \| Respond to of 176387

DELL APPEARANCE SHOULD GIVE STOCK A BOOST! MICHEAL DELL ON CNBC TODAY BEFORE MARKET OPEN SHOULD GIVE STOCK A BOOST, APPEARANCE ON CNBC USUALLY DOES, COMPANY BEAT ESTIMATES, BUT MISSED WHISPER. DT

To: powershred who wrote (79580)	11/13/1998 10:02:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

chances are it is out of favor and may never regain its lustre and RE: I would have never bought MSFT, CSCO, YHOO, AOL, and DELL and stuck with IBM, CPQ, etc.. IBM has certainly been an interesting story the last few months. The giant bloated hog of the technology business gets up and sprints...

To: powershred who wrote (79580)	11/13/1998 12:38:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 176387

powershred, So what exactly is the problem with IBM?? Now an eight bagger since the Gerstner era started, and it's just had a 50 point run... John

To: powershred who wrote (79580)	11/14/1998 11:25:00 AM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Hi Powershred, You raised some excellent points. I have repeatedly said that sell side "analysts" don't analyze -- they simply hype or dampen enthusiasm for the stocks they cover with the aim of encouraging churning. Look at the GS "analysis" of BMCS as an example. Now, is it a mere coincidence that GSCO is the largest market maker for BMCS? The growth in free cash flow is the most important parameter in evaluating companies, and you are right on the money when you point out that none of these "analysts" pay any attention to that. When sell-side "analysts" stop being fixated on next quarter's earnings, and instead look at multi-year cash flow projections I might begin to pay some attention to them. But then, that kind of analysis requires some thought. TTFN, CTC