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

To: Jock Hutchinson who wrote (98577)	2/13/1999 1:38:00 AM
From: Suit&Tie	Read Replies (2) \| Respond to of 176387

Party is just beginning! Dell 200% Return for the past three years. So what if you only get a 50-75% return on the stock for 99. Dell still has name recognition and still is the #1 manufacturer. God bless a great company, Dell.

To: Jock Hutchinson who wrote (98577)	2/13/1999 1:42:00 AM
From: The Prophet	Respond to of 176387

I currently have no position in Dell, but I wish you the best in shorting a locomotive. Hope you're wearing your hard hat when Michael Dell has his say.

To: Jock Hutchinson who wrote (98577)	2/13/1999 1:49:00 AM
From: Jon Stept	Read Replies (2) \| Respond to of 176387

Hi Jock- "Lower rates of growth..." Thank you for your post, but I sincerely don't understand parts of it. You response to post 98523 with Dell's statements regarding growth are inconsistent as the post says Dell will exceed 17-19 growth... significantly. Your post focuses in on the 17 percent growth, for the rest of the PC industry. Dell will exceed that, as 98523 mentions. Analyst Kurlak would tank Intel every now and then. Isn't Intel a monster too? Also, it is not necessarily money moving out... lots of daytraders and investment houses are buying and selling all day long on this stock, known as churn. When the downgrades appear, then I think you can say that is long term money moving out. No downgrades yet. Also, thanx for the info on Dan Niles. I have been looking for the trails of his track record, but I only saw his accurate call of the Compaq channel meltdown early in 1998. Congratulations for making your short call today, but I think you are in a risky position for the next few weeks. It appears you may not understand what Dell has done and why they are so successful and your fear of increased competition does not take into account their pioneering business and distribution model... the computers are really secondary. If anyone could be a threat, it would be Gateway, but they don't seem to be on the pulse of corporate America like Dell and Dell seems to understand how to leverage the internet against it's model. Do you know about their custom web sites for corporate customers? Do you know about their parts and distribution system? Do you know how their site ranks in terms of # of times visited? Do you know about their recent expansion into storage systems? Do you know the market potential for storage systems for the next 5 years? If you knew, I think your response would have been different. You should read up on them. All in my opinion and is not a recommendation to buy or sell a stock. Jon :)

To: Jock Hutchinson who wrote (98577)	2/13/1999 9:54:00 AM
From: tsyl	Read Replies (1) \| Respond to of 176387

Mr. Jock..... what else moved DELL's stock down on Friday other than the Niles prediction?? Do you actually believe DELL sellers were lined up at the open for the hell of it? Anal-yst calls move stocks 10% either direction every day. Do you follow the market or just despise DELL for its performance that you missed out on?? Without Niles dribble the stock would have moved down modestly with the other tech heavyweights.

To: Jock Hutchinson who wrote (98577)	2/13/1999 9:54:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Good luck with the 'short' position but your assumptions regarding Dell's growth rate seems inaccurate and far fetched are you making these up as you go along or you getting help from Dan Niles? 'Declinig industry growth'? 'Zero growth in revenue'? 'Shrinking margins'? Man where are you getting these stuff, yup that is a good one. Thanks for the skinny on Dan Niles,what a buffoon.First MU,now DELL if he keeps this up pretty soon he will be following Kurlak.

To: Jock Hutchinson who wrote (98577)	2/13/1999 10:11:00 AM
From: Labrador	Respond to of 176387

I would have given your post some creditability IF you had posted your thoughts BEFORE the drop and the analysts' comments. After the fact just means that you are jumping on the bandwagon, and don't have an independent view. This was your FIRST post on DELL over the last year. So why should you be given any creditability with a post AFTER the fact. Sorry new shorter -- no weight in my view.

To: Jock Hutchinson who wrote (98577)	2/13/1999 10:21:00 AM
From: Hector	Respond to of 176387

re: Dell is poised to tank big time You can't use the word "tank" on this thread. Neither are you allowed to use logic. Only belief in the tooth fairy and a chicken in every pot will do.

To: Jock Hutchinson who wrote (98577)	2/13/1999 11:11:00 AM
From: Ex-INTCfan	Read Replies (2) \| Respond to of 176387

What's all the fuss about? The stock ran too far, too fast. It is coming down to its 50 week MA, just as it always does after a big run. (50 day MA is 85.) On rare occasions, it comes down to its 100 day MA. Sure, it would be nice to go up a half point a day, every day, but that isn't the way it works, at least not with stocks like Dell. We get big runs up, and big retracements, but the net impact is a steadily increasing stock price, when viewed over a long period of time. There was a scene in the movie "the Groove Tube" back in the mid-70s. Two guys were driving along, getting high, feeling good. Then they heard a siren behind them, so they got paranoid and began to eat their stash. The cop passed them by, and they were upset that they had panicked. Some Dell holders get all happy and high for a while, and then they hear a siren behind them. They get all paranoid. Selling Dell because of a siren is like the two guys in the movie eating their stash. It's stupid. Two months ago we would have been cheering to see a stock price of 90 by now; or even 80. We still should be happy -- not only are we at 90, we're 18 points below the all-time high. Can we drop to 80? Sure. So what? Where will the stock price be in a year or two. I have no idea, but 80 or 90 will be a distant memory. It needed an excuse to drop. Robertson Stephens provided the excuse. Don't let the big boys scare you out of your stock. If your asset allocation can handle it, buy more.