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.

Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (10741)	11/28/1998 11:36:00 PM
From: Ken W	Read Replies (1) \| Respond to of 29382

KZAP y Sergio, "No one has tackled your DELL question" "The box makers have lost some of their luster" a quote from an article in IBD about a week ago. With $899 300Mhz computers on the self and bidding wars going on between the big box makers, DELL, CPQ, IBM etc. must go to total volume in order to increase the bottom line. However, DELL is not just about computers. The co. is still holding a 50% growth rate going forward from their service rev's and tech. support. $35 bucks per, thank you very much. IMO DELL has a good deal of value left in it over the longer term. Besides, all of us "little guys" are taking our money out of the bigger stocks and gambling on the next BAMM. DELL will continue from here in good time. It is not like the stock has lost 50% of value, it is just sitting still waiting for us to come back, after the love affair is over. The question is will it be forgiving? Ken