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

To: Mohan Marette who wrote (99220)	2/14/1999 4:47:00 PM
From: Greg22	Respond to of 176387

I have followed this thread for some time, and I would just like to add that I find it extremely hard to believe that Dell will miss its revenue numbers. I will not believe it until I see it, especially after seeing numbers from gateway and compaq. I think the chances of compaq stealing market share from Dell is 10,000 to 1. Further I ordered 2 PC's from Dell the other day. And received quote# 24515014. I was transfered to another warehouse seller within Dell to purchase a hub. Within the coarse of less than 1 minute, my next quote# 24515242. That translates to 228 quotes per minute. I do not see sales slowing. I see them continuing to grow....I think we will all be surprised come Tuesday.

To: Mohan Marette who wrote (99220)	2/14/1999 6:17:00 PM
From: Mick Mørmøny	Respond to of 176387

Inspector Marette: I know you're a crack detective. Can you help solve a mystery? Why, of course, you can say, elementary, Watson! -------------------------------------------- Stock Market Remains Mysterious NEW YORK (AP) -- If such a thing is possible, the stock market in the late 1990s seems to be getting even harder to figure out than it was before. According to academic theories of the ''efficient market,'' the question of where stock prices will go next has always been an unsolvable riddle. The doctrine says that everything that can be known or suspected is already factored into stock prices. But at least in the old days, it usually seemed as though there were some sort of prevailing trend in the marketplace, whether up, down or neutral. In the postmodern stock market, by contrast, everything seems to be crosscurrents within the market, moves from one type of stock or industry group to another. Thus, you may experience such strange phenomena as supposed bull markets where you don't make much money. Take right now, for instance. Asked what the stock market has done so far in 1999, an investor might be hard-pressed to give any sort of clear-cut answer. ''The market has something for everyone,'' observes Norman Fosback in the newsletter Mutual Fund Forecaster in Deerfield Beach, Fla. ''Superbullish? Focus on funds specializing in the very largest stocks, especially those with a technology orientation. ''Bearish? Then take note that approximately two-fifths of all equity funds are BELOW their levels of last April.'' To judge by the best-known market averages, 1998 was a terrific year for stocks. ''But what you don't see in the numbers is that it was also a very volatile year,'' notes Bob Hill, technical research strategist at Fidelity Investments in Boston. While the Standard & Poor's 500-stock composite index climbed more than 25 percent, ''the average stock traded on the New York Stock Exchange ended the year down 6 percent,'' Hill says. ''There's really no historical precedent for the market we had in 1998.'' This confusion matches up with the way many people seem to feel about the U.S. economy. While the news on growth, employment and inflation remains amazingly positive, many commentators are constantly fretting that it is too good to last. If we don't get a revival of inflation, they say, then we will get intensifying deflation that could have dire consequences. Besides, even if nothing bad happens right away, the stock market has already discounted all the good news, and is dangerously overpriced. To many advocates of long-term investing, all this provides a perfect demonstration of the paralysis-by-analysis problem -- or how hard it is to invest successfully if you insist on plunking down your money only when you can clearly perceive that it is a good time to buy. As L. Roy Papp, who heads a Phoenix money-management firm bearing his name, put it: ''Things are so good that I anticipate a new wave of fear worrying about how good things are.'' More and more professional investors, including many of the top managers of stock mutual funds, say they don't even try to make sense of the stock market's last short-term swing or what its next move might be. Rather, they concentrate on maintaining a diversified portfolio of investments carefully selected on their individual, fundamental merits, without much regard for timing. One way to cut through the confusion, Papp suggests, is to consider the alternatives when you are trying to decide whether you want to be in or out of stocks. ''(U.S.) stocks have gone up a lot,'' he acknowledges, ''but they are still more attractive than bonds, gold, commodities, foreign stocks or currencies. ''Things are not perfect. They are probably only the best times we have had in our entire lives.''

To: Mohan Marette who wrote (99220)	2/15/1999 12:29:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

Re: Message to Garcia( uh, I mean Louis) Thanks Mohan and Vince. Since Dell is really "big" on the street, I think there is a good chance he will hear from many people and might make a few comments on the show. Sig

To: Mohan Marette who wrote (99220)	2/15/1999 2:56:00 PM
From: Knighty Tin	Read Replies (2) \| Respond to of 176387

Mohan, Very embarassing for you if he reads that naive tripe on the air. <G> MB

To: Mohan Marette who wrote (99220)	2/15/1999 2:57:00 PM
From: KM	Read Replies (1) \| Respond to of 176387

I would not send that letter. BWDIK

To: Mohan Marette who wrote (99220)	2/15/1999 3:05:00 PM
From: Gary Wisdom	Read Replies (1) \| Respond to of 176387

Instead of bashing Niles, you ought to be praising him. When David "the Brainless" Faber came on before the market with some inane dribble warning Ciena investors that they should be "careful" as there is absolutely no truth to the rumor that Tellabs or Alcatel is interested in Ciena (like they would really tell that idiot), I had the same initial reaction. Then, I bought a boatload as the stock dropped 10% or so. Two days later, I made a nice little (or should I say, big) profit. So, take a breather and use your energy to your advantage. If you think Niles is wrong, buy more Dell here. After all, if he is wrong, you should be able to flip it $20 from here Wednesday morning. Rethink the situation. It's analysts like this that help us little guys outperform the funds each and every day. Good luck. P.S. Lou is an unmitigated bull and statesman. I would not embarrass yourself by sending that letter to him. BWDIK.

To: Mohan Marette who wrote (99220)	2/15/1999 9:18:00 PM
From: Kerry Phineas	Read Replies (1) \| Respond to of 176387

Mohan, very good letter except for the grammar and a few of the underlying facts. Why is a 12% drop so bad after a couple of months wherein the stock has risen c. 50%? IMO its only a bad thing if you're playing the stock in the short term. If one is a true believer in Dell, it shouldn't make any difference whatsoever if the stock shows short term weakness, save the reflexive nature of the market. For instance, there is some risk that if the stock goes into a spiral (which I'm not predicting right now) that they'll have additional employee expenses due to ESOP problems; or there's the put warrant risk for a very significant decline; or negative publicity where people interpret weakness at Dell simply because the stock is going down; etc. I would love to get some clarification from Dan Niles also; would love to be a fly (tsetse) on his wall.