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

To: Jim Patterson who wrote (79681)	11/13/1998 9:31:00 AM
From: Tim Luke	Read Replies (1) \| Respond to of 176387

he is making billions so i don't think he gives a rats ass what the ANALyst think about his company.

To: Jim Patterson who wrote (79681)	11/13/1998 9:33:00 AM
From: S. Chiang	Read Replies (2) \| Respond to of 176387

<< Just watched Mikey on CNBC. I don't think he gets it. The stock market does not care about market share. The stock market does not care Return on Equity The stock market does not care what he thinks The stock market only cares about beating the number, and he did not do that very well this time. >> Jim That was not a fair statement. M. Dell was not on CNBC to boost the stock but to state what he knows about the company! SC

To: Jim Patterson who wrote (79681)	11/13/1998 9:56:00 AM
From: WBC	Respond to of 176387

Are you two finished yet ? This is the same broken record stuff you've been carping about for 6+ months while Dell continues to out perform the competitors, gains market share, opens new enterprise storage systems, leads the world in Internet sales, expands geographically and delivers shareholder value. Wake up and come out of your terminal denial. You may not like the multiple, but you can't deny the performance, past, present and future. The market disagrees with both of you and has for a long time. I don't believe that the equity market in today's information age values stocks in the same way as the industrial age that some people are mired in !!! All vital signs are strong for continued growth. If you've got a better choice..go for it. I'm keeping Dell in my portfolio and accumulating on the dips.

To: Jim Patterson who wrote (79681)	11/13/1998 10:00:00 AM
From: Lucretius	Read Replies (1) \| Respond to of 176387

on the contrary, I think he understands the game quite well. He knows he has to keep this pig moving higher in order to pay his salary expenses (he can worry about that slowing end demand problem later) He knows he has to continue to talk it up, over the fun is over. His soaring stock price is even great advertising for his business. Everybody knows of "DELL the stock that goes up every day" He knows that it will all end some day.. but then again he sold a few million shares this Summer so what does he care. He'll just continue to sell a few million every qtr or so, and then when the pig implodes... what does he care? however, I think he has underestimated the mania behind his stock. Manias require ever increasing WONDERFUL news to keep going or they exhaust themselves and end in disaster. the hard core DELL holders will likely buy every dip at first, seeing it as the buy opp of the century (LOL), but once they run out of moeny... then the fun starts. Because DELL is a mania, those that play it must be broken. Until they are broken, (and I mean really broken) this thng will continue to slosh around in a speculative frenzy. I do think it is OVER. -Lucretius