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: Catcher who wrote (98908)	2/13/1999 7:12:00 PM
From: MaryinRed	Respond to of 176387

You may have hit the nail on the head here... IF Nile sees cpq, ibm, gtwy all "above expectations"...and the "industry not growing"...then by default....DELL must be lower than expectations... problem with this...is that the industry is harder to measure...until all the numbers are in...(Dell's....)...Dell's direct model...defies...measurement until they report... I look at this simply...the decision for me...is ..."now that I've sold all my Cendant (Fri)...and used that cash to increase my position to 15% Dell...what else should I sell on Tuesday??....to buy more Dell.... and ... laugh....how much Dell....is too much Dell?..........................ducking....smile...Mary maybe I'll just have a trilogy....25% MSFT, 25% AOL and 25% Dell....hmmmmmm....