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: D. Swiss who wrote (83026)	12/1/1998 6:42:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

<<<<Kemble babes, "Biggest Winners of the Decade", check this out. I just received Kiplingers Personal Finance, January 1999 edition. There is an article"Biggest Winners of the Decade". Dell gets the trophy with a 57,282% return:>>> When the economic history books for the 1990's are finished, Dell will be recognized as the leader in changing the way business is done all over the world. Politicians, brokers, stores, newspapers, suppliers will all need web sites, with access thru computers. Faster modems and cables, Msft O/S,Csco routers, Lu switches, ORB satellites,AOL access, and Dell servers and mass storage devices. With enough business left over to keep IBM and GTW(G) busy !!! A keystone was the first 1 mil$ sales day by a certain box maker less than two years ago. Sig

To: D. Swiss who wrote (83026)	12/1/1998 9:44:00 AM
From: On the QT	Read Replies (1) \| Respond to of 176387

Hi Drew, Interesting and encouraging post. Your reference to James P. O'Shaugnessy manager of Cornerstone Growth Fund and his favorable take on Dell is especially important to me. "James P. O'Shaugnessy is the founder and president of O'Shaughnessy Capital Management Inc a Greenwich, Connecticut, investment advisory firm and is recognized as a leading expert and pioneer in quantitative equity analysis. Barron's calls him a statistical guru," and Higher Returns said he is "one of the most original market thinkers we come across.'' This same man wrote a book called "What Works on Wall Street". Much of what I am doing is based on his studies. Direct Quote: At O'Shaughnessy Funds, we use stock selection strategies based on long term, empirical evidence. Our strategies are explicitly stated, historically tested and rigorously implemented. A 50-stock portfolio of stocks with higher earnings than in the previous year, low price-to-sales ratios and strong relative price performance. Between 1952 and 1997 the Cornerstone Growth Strategy had an average compound return of 19.09% a year, compared to the S&P 500's annual 12.43% gain over the same period. A 50-stock portfolio of market leading stocks (those with the highest sales, gross cash, shares outstanding and market values) with the highest dividend yields. From 1951 to 1997, the Cornerstone Value Strategy had an average compound return of 15.44% compared to the S&P 500's 12.56% return over the same period, while taking virtually the same level of risk. This strategy extends the popular Dogs of the Dow strategy to a broader universe. The 30-stock fund always includes the ten highest yielding stocks from the Dow Jones Industrial Average, plus 20 additional stocks with similar characteristics. Between 1974 and 1997 this strategy had a compound return of 19.97%, well ahead the S&P 500's return of 16.61% over the same time period. This fund utilizes a combination of the best aggressive growth models that emerged in our historical research. In general, the approximately 40 stocks in the fund have very strong relative strength, huge one-year earnings gains and very high earnings forecasts. Sincere Regards, QT PS . Thus far, when O'Shaugnessy speaks to me I hear the voice of one who walks the talk. :-)

To: D. Swiss who wrote (83026)	12/2/1998 9:26:00 PM
From: kemble s. matter	Respond to of 176387

Drew, Hi!!! Hey Drewster...bless my soul....I turn around and find Dell rolling again today....guess someone ran out of incentive for the internet stocks....it's about time they are putting money into the FIRST AND MOST PROFITABLE INTERNET STOCK .....you said it best...AMAZON.COM/ ....Dell earns in 45 days what they do in a year....and that was at last report by Michael....with Santa coming soon I wonder if the Austin Elves have been busy shipping more than $10 million each day?? BUY DELL....it's moving up ...won't see these prices again... Best, kemble