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: MichaelW who wrote (87763)	1/4/1999 3:21:00 PM
From: SecularBull	Read Replies (1) \| Respond to of 176387

Michael, I see the point you're trying to make, but I'd advise caution when relying on Merrill's low-ball estimates for DELL relative to their similar calls on AMZN. I'm all for momentum plays, but I have to admit that this internet thing has gotten completely out-of-hand. My advice is to make money at them while they remain hot (for how long, who knows?), and then bail before the bloodshed. I'm currently not invested in the pure internet plays. I cashed out of AMZN, AOL, and ONSL this morning, with no clear intent of returning to them anytime soon. I still remain confident on CSCO, WCOM, LVLT, COMS, and LU (don't own it), as (non-pure) internet plays. Regards & Great Investing, LONGonDELL