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


To: arthur pritchard who wrote (88201)1/8/1999 11:35:00 AM
From: arthur pritchard  Respond to of 176388
 
<schwab still down> reality check time, when a system this critical is still down--it's been about an hour now. Just think, in just a few years, this will seem unthinkable!



To: arthur pritchard who wrote (88201)1/8/1999 12:01:00 PM
From: Bill H  Read Replies (2) | Respond to of 176388
 
Arthur, I agree that the market's 'fundamental paradigms' are changing. We are witnessing a bubbling over of technology and the tech companies are best able to address this shifting paradigm, and change more quickly. I also feel that money will back into the companies like Dell that are Internet related, but have a more solid base.

In regards to changing times, I am no longer willing to wait on the small cap stocks to pop - I heard someone on CNBC mention that all the companies in the Russell 2000 are equivalent in dollar value to MSFT and Intel (I think those were the companies mentioned).



To: arthur pritchard who wrote (88201)1/8/1999 12:18:00 PM
From: Chuzzlewit  Read Replies (1) | Respond to of 176388
 
Arthur, do you remember this one:

bigcharts.com

Valuation systems don't change over the long run. All the "paradigm shifts" in the world cannot hide the fact that there is no reason to invest in a company that is continually bleeding cash. And those who try to tell you that there are new methods of valuation are really coming up with up-dated Ponzi schemes.

Beware of anyone telling you the stock will be worth more in the future because more people will want to own it because of its name or luster, or history. The only thing that counts in the long run is the company's ability to generate a reasonable cash on cash return. Everything else is smoke and mirrors.

Caveat emptor!

TTFN,
CTC