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

To: Boplicity who wrote (80249)	11/14/1998 1:36:00 PM
From: T L Comiskey	Read Replies (1) \| Respond to of 176387

Greg...last time INSIDER sales were reported we saw an influx of bears around here...and a dip in price.....seems DELL is in a 5 days after earnings rule concerning these type of sales..... So......with Iraq....the fed...and potentially some more insider sales.comming this week..does your projected low still hold...( read buying opp.).....Thx....tim

To: Boplicity who wrote (80249)	11/14/1998 1:50:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Gregory, How do you know all these things? Is your third eye open?

To: Boplicity who wrote (80249)	11/14/1998 4:12:00 PM
From: Sig	Read Replies (1) \| Respond to of 176387

<<< I feel, as a stated during the week, it will take 6 months before we make another high, by then CPQ will have time to prove that DEC and the direct angle are working, and DELL will have adjusted, and the mo traders will be replaced by holders that can take 20 to 30% price appreciation going forward. It's up to DELL, as it should be, to prove that it can still grow at 50%. >>> Have you considered that Dell has been constrained in the past by both manpower and facilities, with which growth could have been even greater.???? That metric 12 Facility opened one month ahead of schedule in June 1997 and (per what I hear), has been running two and even 3 shifts to keep up with demand. Beginning with one plant in Ireland, that is now becoming three plants. And to obtain adequate manpower, a new US plant is being discussed. So both the manpower and the facility problems are being addressed, especially by the ten new buildings on the 570 acre Austin site, of which the first has just opened. . Overall I believe the past growth figures were controlled by the desire to have a manageable growth rate( manpower assimilation and training; facility construction and activation costs), rather than just by limited sales. Dell has managed 50 to 65 % in the past, should be able to do it in the future. In addition the new ventures( sales of HP printers, Kodak cameras, and other peripherals) will add to the bottom line, do not require much factory space and the "direct sales method" will be efficient in manpower. As long as Dell performs well, the MM's and the market will honor it with a high P/E. Sig

To: Boplicity who wrote (80249)	11/14/1998 5:36:00 PM
From: Sig	Respond to of 176387

<< traders will be replaced by holders that can take 20 to 30% price appreciation going forward. It's up to DELL, as it should be, to proof that it can still grow at 50%.>>> I think Dell can handle 60%, which would put it at ~$114 next October. With the added power of calls that should provide most of what would make me or most people happy. IMO they will do better. All the optimists I know including Gabriel have missed on the low side when looking that far out. Dell no longer confined to computers, have added servers,mass storage devices, Web sales of things which we don't know yet. Still little frog, with big pond to play in(g) Sig

To: Boplicity who wrote (80249)	11/15/1998 2:29:00 AM
From: Goldbug Guru	Read Replies (3) \| Respond to of 176387

DELL STILL HAS LOTS OF ROOM TO FALL. DELL WAS TRADING ABOVE $60 during SEPTEMBER, AND INSIDERS WAS UNLOADING DELL LIKE IF THERE'S NO TOMORROW. MAYBE THEY THINK THE STOCK WAS A BIT PRICEY, SO THEY DUMPED IT INCLUDING MICHEAL DELL. biz.yahoo.com THE FED CUT RATE ON SEPT 29/98, INSIDERS CONTINUED TO SELL DELL. I'M PRETTY SURE THE INSIDERS BOUGHT A TRUCKLOAD OF DELL WHEN IT WAS TRADING AT 40 to 50 DOLLARS RANGE, THEREFORE WE COULD SEE THE INSIDERS SELLING AGAIN.