Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: shiv who wrote (82047)	11/23/1998 10:44:00 PM
From: Mohan Marette	Respond to of 176387

I have to disagree,I think you got it all wrong. Shiv: Since you say you lost a lot of money shorting DELL I presume you know there is a big difference between telephone sales and internet sales and DELL is on a tear when it comes to growth and the 'pie' is getting bigger by the day. I believe DELL has a long way to go, more importantly DELL thinks so too.But don't take my word for it,as they say the proof is in the puddin'.

To: shiv who wrote (82047)	11/24/1998 9:18:00 AM
From: TigerPaw	Respond to of 176387

the rats are going to jump the ship in droves. Or are they already doing! The only people staying away are the speculators. The volume and money flow seem to indicate that most people are holding. Perhaps the rats have jumped but the passengers remain. TP

To: shiv who wrote (82047)	11/24/1998 9:00:00 PM
From: kemble s. matter	Respond to of 176387

shiv, Hi!!! RE: Dell is a great company. nobody knows better than me, who lost a bundle shorting Dell. But nothing goes up for ever. do not forget, what Dell sells on Internet was before may be sold via phones. Internet business is not all additional new business. Still to date Dell is the leader in direct selling. Compaq, GTW are trying to catch up but it might take them long. My only thought is that when Dell will stumble, the rats are going to jump the ship in droves. Or are they already doing! Even Dell could not ever match AMZN and YHOO run ups. Yep...Dell is an AWESOME comany....currently only 9% of world wide market...seems to me that leaves around 91% more out there... Best, Kemble