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


To: Venkie who wrote (98352)2/12/1999 7:19:00 PM
From: garrick le  Read Replies (2) | Respond to of 176388
 
Wake up and face the reality ... you DELL bulls ...
Your day in the sun is over ... COmpaq,HP and Gateway
are making inroads to DELL 's business by emulating
their model and inventory management,direct selling ...
Not to mention fast declining PC prices (commodity-like PCs
now) ...
DELL is in serious trouble due to all the above reasons.
I see DELL at 60 in October.
All are my opinion only and use your judgement but don't let
your emotion and loyalty to DELL cloud your judgement.

GL



To: Venkie who wrote (98352)2/12/1999 7:30:00 PM
From: Uncle Frank  Read Replies (2) | Respond to of 176388
 
>>A Dell Mgr over the notebook dept walked out of my office 5 minutes a go....He said everyone at Dell is jumping with joy over business this qtr..

Great input, Venkie; I'm going to have a great weekend thinking about the short squeeze coming up next week <g>. Maybe Arthur is right; we should all have a base in RR in order to get a feel for the business.

Frank



To: Venkie who wrote (98352)2/12/1999 7:38:00 PM
From: arthur pritchard  Respond to of 176388
 
Donnie: I covered my margin call today by writing 310 ZDEAD contracts. Tuesday, I may have a chance to buy them back. At least doing this, enabled me to keep all my 31,110 shares. It all came together. Will see Kevin next week, before I leave Wednesday afternoon. I passed on your cap and shirt to Annette's family. I was able to meet with her family, during the last hour of trading. I really enjoy working with people who are interested in owning Dell safely, regardless of their level of interest!!! I'm off to chicago tonight, and then Atlanta Monday. Thanks again for helping me with all the issues we discussed. I will benefit enormously, from some of the things we discussed!! Thank you again. Watch for my code on your pager! Soon...



To: Venkie who wrote (98352)2/12/1999 9:00:00 PM
From: HG  Read Replies (1) | Respond to of 176388
 
<<< A Dell Mgr over the notebook dept walked out of my office 5 minutes ago....He said everyone at Dell is jumping with joy over business this qtr..>>>

That necessarily may not mean much. I saw a CSCO manager jump with joy just before the earnings....and look at CSCO now !



To: Venkie who wrote (98352)2/12/1999 9:11:00 PM
From: freeus  Respond to of 176388
 
Hi Venkie,
Well we will live to see another weekend.
But 12 points down in one day. Yikes!!!!!

From IBD:
Friday, Feb 12, 1999

New buys of top rated mutual funds:
Top buys by number of funds buying it:
1. Microsoft 152 funds
2. Cisco 144
3. Tyco Intl 107
4. EMC 106
5. Dell Comupter 95
6. Tlabs 95

Top buys by number of money spent on new buys:
1. Microsoft 6056 million $ invested
2. Cisco 3828 Million
3. Walmart Stores 2203 million
4. Dell Computers 1964 million
5. Oracle 1920 million
6. Tyco 1890 million
7. EMC 1862 million
8. Home Depot 1645 million
9. Guidant Corp 1482 and
10. Airtouch Cellular 1264
Well thats what the successful managers are buying anyway.
Yahoo is on there too: number 11 in money with 1251, but only 25 new fund buys.
Freeus