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: Mohan Marette who wrote (86310)	12/20/1998 10:44:00 PM
From: Captain Jack	Read Replies (1) \| Respond to of 176387

Mohan ~OT~OT~ Possibly having seen how Ho Chi Mien did the same type of thing Sadam is doing gives a bit of insight. No govt would ever santion the killing of any govt leader,,, but certainly few would be diappointed if Sadam happened to be in the right place at the right time to meet his maker. No one wants to see suffering of the masses. I am not political enough to offer suggestions that would eliminate the sanctions. Friends?? Neighbors?? Possibly some really are close to Sadam and not only the people of Iraq! Possibly the fear of knowing what he is capable of doing and that no other friendly nation or the UN can protect those along his borders has something to do with the FREE press in the region. Thank you for the links-- I will follow up..

To: Mohan Marette who wrote (86310)	12/21/1998 1:15:00 AM
From: stockman_scott	Respond to of 176387

Mohan: Thanks for the nice comments. The more I catch up on my reading on DELL, the better I feel <ggg>. Here are some insights from a Morgan Stanley PC Hardware Update issued 12/18/98: <<-DELL (Outperform): DELL's CQ4 ends in Jan. We look for CQ4:98 EPS of $.31 (up 54% Y/Y), on $5.49Bin revenue (up 47% Y/Y, up 14% Q/Q), a gross margin of 22.4%.... -DELL's direct model continues to work very well and we believe that demand is strong across DELL's products and geographies. -We suspect that DELL is gaining some share (particularly in sought after configurations) as many of its indirect competitors are backlogged on hot products. While it sill early (DELL's quarter-end is January), we believe that this will be a plus in the quarter. -DELL's Internet business continues to grow and now enjoys a run rate of $10MM...>> ------------------------------------------------------------------ Hmmmmmmmmmm......sounds like Morgan Stanley feels like DELL is firing on all 8 cylinders (they must have talked with Kemble or Drew when they did their homework)!! DELL will continue to prove it is the next DELL. -Scott

To: Mohan Marette who wrote (86310)	12/21/1998 8:16:00 AM
From: AmericanVoter	Read Replies (1) \| Respond to of 176387

OT Mohan, Iraq is the only oil rich Arab country that has some vision of Arab unity... the by force approach is not right and not acceptable, however, simply put, that is not in the best interest, or should I say "National interest" of the west... again simply put, that would mean higher oil prices... voila... Mohan, if we look as far back as the start of the Iraq-Iran war... it happened right after The Shah of Iran was deposed... funny thing is, Iraq was provided some satellite photos by the US about how weak Iran is and that it must be an opportune time to settle the border issues ... it's also interesting that at the time the price of oil was in the twenties... and the whole area was experiencing enormous growth... needless to say, the war went on for about 10 years and both nations suffered greatly... and the price of oil tumbled. Then there was this issue between Iraq and Kuwait ... during the war, Kuwait funneled money to both sides in an attempt to be left alone. Then after the war, (and to keep things in perspective, the price of oil had dropped and is now fluctuating in the teens), Iraq was suffering economically as a result of the war and the even lower oil prices. So, it turned to its neighbors for financial help... it's biggest claim was that it acted as a protector and defender of the gulf states from an Iranian invasion and expansion only to be told that nobody asked you to do so... which is true. But the rub was when Iraq asked for about 10 billion dollars and was offered only one... and this was the day before marching into Kuwait. Mohan, what many don't know is that this was the start of the Iraqi invasion to kuwait. And Iraq claims to have been given the green light to overtake Kuwait by the then US ambassador there who has disapeared from the scene since... interesting how things turned out, because now the price of oil is even lower, the US has semi permanent mighty military representation there, Kuwait has 4 trilion dollars in deficit, and Saudi Arabia is asking it's citizens to tighten the belt... BTW, all this is not a fiction of my imagination, it can be proven if you dig old articles that coincide with the given periods and dates... Coincidence, YEAH RIGHT... and the charade continues... best regards amein