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

To: Goldbug Guru who wrote (80507)	11/15/1998 6:41:00 PM
From: Jimbo	Read Replies (1) \| Respond to of 176388

Get real ! You'll never see $40/shr again ! Take my word for it !

To: Goldbug Guru who wrote (80507)	11/15/1998 6:49:00 PM
From: Craig Lieberman	Read Replies (1) \| Respond to of 176388

Goldbug, Why do you say the outlook for DELL is very bleak if the feds fail to cut interest rates? Are you predicting an overall market decline that DELL will take part in as a general trend, or do you have a specific reason based on DELL and the business that it expects to have that somehow depends on lower interest rates. If so, how long do you believe that the market drop will last before some other good news takes things back where they are now. I believe that the current interest rate is low enough to sustain and build the DELL phenomenon. If the market has already priced in a rate cut and that cut doesn't come to pass, I can understand some drop. However, that drop will be temporary. Remember that Q4 is historically DELLs strongest quarter. We are hitting the home stretch for DELL FY 99. Therefore, I figure that by next February, the interest rate cut/non cut will be a thing of the distant past, just as our last bobble down to 40 1/8 represented the best buying opportunity in DELLs recent history. For example, I picked up another 250 shares at 45 and expect to have those shares long for a few years. Please explain your reasons for such a negative as "the outlook for DELL will be very bleak". Also, can you tell ud what your position in DELL is right now in general? Those of us that hold shares long are up front about it.. If you are short DELL, tell us. This helps us understand why you say what you say. Our most favorite DELL BEAR was up front about his short positions and told us of his successful and unsuccessful trades. Maybe you could take his place? Realize also that all this is said with love and respect. I believe that we all benefit by exchanging information. If you have significant reasons to believe that the picture for DELL has changed, tell me why. you may even convince me! Finally, I understand that there are different perspectives for those that deal in very short term versus the long view. If you are daytrading DELL, I can understand your concern for a disappointment based on no rate cut. This is just a different investment timescale than I usually take. There are two general choices, fear and faith (which is an expression of love). You seem to choose fear in general. Why are you so afraid? Craig

To: Goldbug Guru who wrote (80507)	11/15/1998 7:32:00 PM
From: stock bull	Read Replies (3) \| Respond to of 176388

Goldbug & ALL: Here's some excepts from a report that I've read... "Strong FQ3 Results; However, lowering rating to Hold based on Valuation." "We have raised our FY2000 estimate to $1.48 from $1.45." "...we reiterate that the company's long-term fundamentals remain as strong as ever." "The prospects facing Dell over the next several years remain extremely positive, given the enormous growth opportunities with the enterprise and notebook segments, geographical markets such as China and Latin America and growth in its Internet Business." "Moreover, despite the ratings change, we suspect upside potential to our current estimates still exist as we believe Dell will enjoy robust demand trends for the foreseeable future due to the inherent benefits of its direct sales model, as well as its growing Internet Business." "In short, Dell remains one of the best franchises in the technology universe and we expect the company to continue to execute significantly ahead of the industry standard. As a result, we will look for an opportunity to re-adjust our rating of the stock over the coming months." Source: H&Q Report; Nov. 13, 1998 So, is Dell still a growth company with a very favorable outlook or a dog that's going to $40 or $30 per share? Stock Bull