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

To: Sig who wrote (87729)	1/4/1999 9:07:00 AM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

Finally, DELL listed with the '.com' boys!!!! Sig: You seen this? We might start seeing this more often I hope and if we can get some of the 'dot com' boys' valuations I wouldn't complain. ==================== ...''The success of MathSoft's Web Store clearly echoes the overall growth of Internet commerce. Our products are particularly well suited for e-commerce and we are leveraging the Web as a powerful sales channel,'' said Charles Digate, president and CEO of MathSoft, Inc. ''PC hardware, software and books lead the industry in terms of overall e-commerce sales through popular sites such as amazon.com (NASDAQ:AMZN - news), barnesandnoble.com (NYSE:BKS - news), beyond.com (NASDAQ:BYND - news), egghead.com (NASDAQ:EGGS - news) and dell.com (NASDAQ:DELL - news). We plan to continue strengthening our e-tail presence. Throughout the coming year we will expand our online offerings to include new products from third party vendors in order to provide our customers with convenient, one-stop shopping for all their technical intelligence needs....'' biz.yahoo.com

To: Sig who wrote (87729)	1/4/1999 9:18:00 AM
From: Lee	Respond to of 176387

Morning Sig,..Re:. For many years now Dell has BEEN the next Dell. Yet IT HAS NEVER BEEN CHEAP.( That is it ranges around $100/ share and up to $168/share and its very unusual to find it less that $70 Great post Sig. Buying Dell illustrates best the point that you get what you pay for. I also agree that pre-conceived notions, (sometimes uniformed), are a big obstacle in being successful in trading or investing. Good trading & holding, Lee

To: Sig who wrote (87729)	1/4/1999 4:54:00 PM
From: On the QT	Respond to of 176387

Hi Sig., Yes! We need to take what we know and build on that. You make a number of well taken and very topical points. Sometimes our past experience, while valuable and valid, can limit us in some ways from looking at new opportunities and with an open mind. On the other hand, using what works may be itself all that is necessary and desirable for some people. I think that for me, if someone introduces something, even if I have some strong contrary opinions on the subject matter, if there is sincere effort to be in dialogue, I try to take on that person's point of view and see if I can improve on their point and try to persuade myself to look at something from their "eyes". Very often that brings me to a new place in my own thinking. Every once in a while I find that I have learned something about the person, myself or the subject at hand. Occasionally I find that looking through their eyes requires special glasses ( fill mine with a good red wine:). The least that happens is lifting of our glasses and giving it an "O.K., fine and next"! Many times we both gain insights from the effort. That's why I prefer the real live dialogue rather than the book. Sometimes that all there is "The Book" (all kind of word play intended). It is hard to deal with the book when there is no easy way to question the author! You are right of course, O'Neil, Buffet and others elsewhere and on this thread have contributed much to our growth and success. Coincidentally, both Buchman and Greg have directly or indirectly influenced me in a positive way. Although I pay little attention to Greg's or anyone else's stock picks on this thread, I do pay attention to Greg's opinions about Dell and business matters. Maybe if you say you are going to pay more attention to his picks I'll either revise my judgment about you or his stock picks :) I didn't know that JBN was an options maven! I do know that Buchman is obviously bright and knows that there are many ways to make money with a stock. From my own observations and dialogue with "3", I probably will find him to be a good friend. Both good guys. Hope to meet you soon. You know Sig, if some of these other guys stop encouraging your "Sicilian Act " we might get the kind of powerful English you exhibited from this post.:) Me thinks this Sig one bright and most insightful man. Could be not only kind and caring person, might be big time leader of the pack! Maybe me could take my "Kemasabbe Act" on the road. Than again could be that I need new glasses (probably a refill would be in order, no ice please)! Regards, QT

To: Sig who wrote (87729)	1/5/1999 12:37:00 AM
From: On the QT	Read Replies (1) \| Respond to of 176387

Hi Sig- You said: "IMO it is an error to limit the (long term) upside potential on Dell. Leave that door open if you can find the courage". How correct you are. We sometimes forget that long players whether we realize it or not are always in action and always risking their (our) bankroll! It easy to do for those who can't determine when to jump in and out of their investments. Or those who are so confident that in the long run they are going to be better off this way than any other. But it is real hard to do, when you see your friends getting big returns on stocks that have no where the "credentials" of a Dell. Dell not only has to compete against its own history, and those competitors who finally admitted they need to try to get a bigger share of the Internet direct product market, they also have to compete for the hearts and minds ( read investments/ trading dollars) of their shareholders! Now both Voltaire and Greg can't both be right. But one may be correct. Suppose that leading up to earnings time Greg is right in saying Dell is dead money ( trading range with no real gains going towards Feb. earnings), and Voltaire says maybe 10+ points or so going into earnings and he calls it correctly. How do you play that one? Then lets say we all are in general agreement that Dell should blow them away (or some shareholders will fly elsewhere) at earnings time. How would you handle your money? Regards, QT