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: BBG who wrote (89641)	1/17/1999 10:51:00 PM
From: Bandit19	Respond to of 176387

BBG, Hi! I'll be the first to give you my .02 cents worth. With 4th quarter blow-out earnings coming....that's a no-brainer....yes!! Put it all in DELL. You won't be sorry!!...but do it soon, I think it will start it's move next week.....to quote "the master" ....."buying DELL is the easiest thing to do...." Best, Steve

To: BBG who wrote (89641)	1/17/1999 10:55:00 PM
From: Voltaire	Read Replies (1) \| Respond to of 176387

BBG - I agree with Scott but I have found very few people that request this type of advice and receive it ever do anything. PULL THE TRIGGER. Put it all in Dell. Voltaire

To: BBG who wrote (89641)	1/18/1999 12:18:00 AM
From: OLDTRADER	Read Replies (1) \| Respond to of 176387

I may be wrong on this but I believe I told each and every one of Kimball,s friends last year at Sullivan's to do exactly that!In short I am the author of that policy as I had been doing just that for six years-Kimball and his group listened intently.Yes I would do what you asked--PUT IT ALL IN DELL AND MARGIN IT -Kimball if I was not the one who told you then I am wrong as I thought that I did give you and the others that thought originally that night in Austin.

To: BBG who wrote (89641)	1/18/1999 1:27:00 AM
From: musea	Read Replies (1) \| Respond to of 176387

BBG, I believe in DELL and think it has an explosive future ahead... So my question is... would any of you liquidate a $100,000 portfolio consisting of DELL, AOL, FDX, NOBE,IOM,ARTT and Cash and buy 1250 shares of DELL? You really need to try to analyze where each of these companies is going. Dell has proven it can generate money, they have laid out a growth path and a business plan to follow that path and it looks like they can continue until their market share grows to somewhere in the upper teens. AOL has a money generating machine as well, they have a growth path fueled by all those people getting on the internet daily and they seem to be following the right plan. FDX is an interesting company, and I think it is especially interesting to think about it as a secondary play on the growth of e-tailing. I would not be impressed by IOM, although I admit I haven't done due diligence here. I just don't like the boom and bust cycle of the disk drive makers and IOM gets tarred with that brush. The others I am not familiar with and can't offer an opinion. However, since you asked for personal responses, I would go 80-20 Dell to AOL or 100% Dell with that amount of money, depending on risk tolerance. If the sum were a lot bigger I'd do other things. Then I would hold on tight. -musea