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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (31)	2/16/1999 7:53:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

Well, Frank, I finally guessed one right! Sorry about the bath you are going to take in Dell, it will come back, but it will never be the same, IMO. I had not been happy with the lack of runup in Dell last week, so when the negative report came out Friday, I bailed, as you know. I Think it will do very well from now on as a company that can grow at 25% to 35%, but the "bloom is off the rose", as far as 50% plus growth, and the stock price will reflect it. When a company takes a hit like Dell is going to take, it usually takes at least 2 quarters to come back. IMO. I am going to take my cash from Dell and divide it up between Msft, Intel, and Cisco over the next week, depending on the price. If I were still in Dell, I would sell and do the same. I believe you can do better over the next year in those three than hanging on for a comeback in Dell.