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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (46566)2/11/1999 12:02:00 PM
From: RealMuLan  Read Replies (1) | Respond to of 132070
 
Mike: <<I would like Dell's prospects in the 20s. In the triple digits, it is dead meat. >>

I think for the last 4 weeks or so, the money flow for Dell has been negative, especially the large block (>10,000 shares) money flow. But the stock price was straight up (except in the last couple of days). The smart guys are selling into the strength, and only the MoMo guys, day traders and Dellheads who have been falling in love with their stocks have been buying. Wait another week, they will cry, just IMO of course.




To: Knighty Tin who wrote (46566)2/11/1999 12:15:00 PM
From: Mike M2  Read Replies (1) | Respond to of 132070
 
Mike, I can picture you driving in your car singing Cyndi Lauper "Girls just want to have fun" -g- Mike



To: Knighty Tin who wrote (46566)2/11/1999 12:22:00 PM
From: gbh  Read Replies (2) | Respond to of 132070
 
But before that, they acted just like the pcs that have now become commodities.

Mike, before big screens, when was that? <g>. Next thing you're gonna tell me is that phones used to have dials and cords <g>. The last innovation of the TV was remote control about 1980. And oh yeah, one comparison I do like is how many TVs do you have in your house. I now have only two, but 3 PCs. Me, the wife, and my 9 year old. My 5 year old still has to beg for computer time. We'll fix that when she turns 6. <g>

HWP has taken share from the other geeks in servers and workstations, so they are not hopeless.

I never said they were hopeless, just lagging. A great company that will be one of the bigs that dominates. But not a pure play, like DELL, GTW, and sort of CPQ.

I have noticed zero difference in speed between my 120 mhz with 16MB DRAM and my 333 mhz and 64MB DRAM.

I would challenge any one on this thread to back up this assertion. We'll see if there are any real lemmings out there <g>. Actually, if that 333 is a Cyrix, and that 120 is an INTC ????. Nahh, you should still notice.

And, once again, Gary, we are talking price. I would like Dell's prospects in the 20s. In the triple digits, it is dead meat.

How many times have you said this? Maybe the third times the charm <g>.

Gary



To: Knighty Tin who wrote (46566)2/11/1999 12:51:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 132070
 
you're feeling fiesty re: dell, huh? i think this may be the beginning of the story collapsing. btw, the results may be in line w/ your expectations and the nerd herd may not even recognize it...

been there, done that...