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

To: jhg_in_kc who wrote (98215)	2/12/1999 4:42:00 PM
From: stockman_scott	Respond to of 176387

jhg: <<the Buffettologist James Clarke warned me, there are far too many speculators as opposed to long term investors among Dell's shareholders. They run like frightened animals when someone like Niles makes an unexpected noise.>> I think you are on target with these comments. Some of us are holding our shares and adding to our DELL positions. I think there were some traders, market makers, and fund managers who were enjoying the manipulation of DELL today. The truth will be revealed soon enough. IMO, the smart high performance funds and investors will build their positions as we go into earnings Tuesday afternoon. We just have to be patient and live with "the frightened animals." IMHO, DELL will soar again.....and sooner rather than later. Have a good weekend. -Scott

To: jhg_in_kc who wrote (98215)	2/12/1999 4:59:00 PM
From: Chuzzlewit	Read Replies (5) \| Respond to of 176387

JHG, you are correct on both counts. Like mushrooms after a rain, bears sprout after a big down day for Dell. No doubt we will shortly be the recipients of a vsit from LT. I think we are used to that here. And as you may recall, it was fear of mindless speculation that disturbed me most about internet investors. Momentum investors are responsible for the huge swings we see in the market. The sheer mindlessness of today's sell off ought to give one pause. Even if Nile's projections are true, does that make Dell worth 11% less than it was worth yesterday? As far as I can tell, Dell's story is intact. Dell remains the best managed company I have ever seen. TTFN, CTC