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: Jock Hutchinson who wrote (99525)	2/15/1999 12:10:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Yeah but you overlooked the most important fact that is Dell had an impressive Q3 and the other other guys didn't and hence the difference in sequential numbers. You also conveniently, I might add,overlooked the fact that the Dell's relative % of growth in worldwide market share outnumbered that of the others and that is the real story not some sequential stuff. It is all how you look at things,sequential growth does not show the company's overall strength as the data does not take into consideration seasonal variations of the business cycle that is why it is important to look at YOY data so why don't you and tell us who is doing what to whom. Instead of trying to come up with lame excuses as facts why don't you look at the numbers and see who is gaining market share and who is losing it both here and abroad.

To: Jock Hutchinson who wrote (99525)	2/15/1999 12:10:00 PM
From: Sig	Read Replies (1) \| Respond to of 176387

<<<<Unfortuantely you seemed to have overlooked the impending disaster in DELL's fortunes that was clearly outlined in the same article:>>>> Are you the JH that helped write Ross Perot's campaign platform which proved beyond a doubt that the US would be dead%$$ flat broke years ago because of rising budget deficits? SES

To: Jock Hutchinson who wrote (99525)	2/15/1999 12:11:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

disaster..dell has already hit it's high for the next 12 months????? so what happens after 12 months,new highs????, lower lows??? ...what is in the analysts crystal ball, why has the smart money, i.e. 90+% of mutual funds guided by the sages underperform the indexes and astute "small" investors...if one believes in "long term never going to get higher than today"....than why even be in the market? "investing ideas seem so simple and commonplace. it seems like a waste to go to school and get a phd in economics. it's a little like spending eight years in divinity school and having someone tell you the ten commandments are all that matters".....from the lips of a very simplistic investor, who hasn't had such shabby returns....warren buffett.

To: Jock Hutchinson who wrote (99525)	2/15/1999 12:26:00 PM
From: stockman_scott	Respond to of 176387

Jock: I am sorry we do not agree. I guess we must learn to agree to disagree. I choose to bet on Michael Dell and his ability to execute and surprise on the upside. My grandfather (who is 85) also has ALOT of tech investments (in companies like DELL, MSFT, EMC, INTC, WCOM, CSCO, CMGI, etc....).......Do you know what his LARGEST investment is in???.....DELL...It all comes down to who you TRUST. My family is made up of LONG TERM INVESTORS of all ages. We bet on the companies with the best track record and the best potential. We also don't focus too much on IDC #s, ANALyst comments, media hype etc... You just posted the following: << When you start attacking the credible messengers such as Dan Niles (who has been absolutely wrong on some past calls, but has been much more right than wrong lately), ignore chilling data that is right in your very face, and ignore the intensity of Friday's sell-off, then you are setting yourself up for the disaster that is now on the horizon--a disaster that almost surely indicates that DELL has already hit its high for the next twelve months. >> How right has Mr. Niles really been? How could you have a "market perform" or "hold" rating on on DELL in the last few months? CS First Boston, Goldman Sachs, Dillon Reed, Prudential, Merrill Lynch, and others have been right on with their "buy" or "strong buy" ratings. They also do not have high blood pressure worrying about IDC #s or media hype. They understand the DELL virtual integration business model and trust that Michael Dell will warn them if the positive trends are changing. They in turn will explain things to their clients and investors. Mr. Niles' firm has done ALOT of business with CPQ and recently helped with the Digital merger. Why is CPQ Mr. Niles only "strong buy" (in the hardware field)..???.. Why does Mr. Niles have to change his assessment of DELL so often??..Hmmmm...Good Questions...Maybe someday soon we'll have answers. I only want BBRS to be HONEST and UNBIASED. My Grandfather's advisors at Prudential and my father's advisors at William Blair are very comfortable with DELL. Many of my advisors in the tech industry, the investment industry, and on the SI thread are VERY comfortable with DELL as a LONG TERM investment. Many of us will continue with DELL as our largest position. I am sleeping VERY WELL and look forward to the conference call tomorrow. I suggest you do some more homework on DELL. Go LONG on this stock or you'll be sorry in the LONG RUN!!! I will leave you with some amazing facts about DELL. They were emailed to me by a friend in the investment field: <<DELL Continues to AMAZE... The amazing thing is that Dell says that it can all improve from here. While they continue to caution that unit volume gains become more difficult as they continue to grow, they have demonstrated that they can continue to grow incessantly. They only hold inventory for 7 days before it is shipped, but they say that this can be improved. They receive cash 9 days before it is needed and say it's headed lower with more Internet sales. Their cost of support are falling with the move to the Internet sales channel. Operating wise, infrastructure investments will benefit them exceptionally as they scale larger in the coming years. Dell continues to amaze me. There is no other manufacturing company in the world managed as exceptionally well. Even with the massive gains over the past decade, it looks as if Dell will continue to out-perform.>> GOOD LUCK with your investing decisions. Regards, Scott

To: Jock Hutchinson who wrote (99525)	2/15/1999 1:24:00 PM
From: BGR	Read Replies (1) \| Respond to of 176387

Jock, You forgot to mention two very important factors which distort the comparison: 1. a 4Q boom (unit based) in the consumer space sub 1K market where DELL doesn't play (hence avoiding a low-margin swampland) and 2. one major PC vendor stopping channel stuffing in the 3Q, resulting in artificially lower numbers and easier comparison in the 4Q. I recommend that you go over the IDC report one more time. -BGR. PS: I see that John has already posted the same information. Sorry about the repetition.