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


To: Daiju Kohno who wrote (100939)2/16/1999 6:29:00 PM
From: wlheatmoon  Respond to of 176387
 
TO ALL--
Think clearly. DELL is a good company. It is in a serious competitive field with shrinking margins. They had a great business plan. The cow's been milked. They're getting damned dry. The whole neighborhood has gotten fat on this sucker.

CPQ, IBM, HWP are all competing in the same arena. DELL will not maintain its lead. The price of the stock has been ridiculously overbid. It's time to see reality. DELL will not see 110 again for a long long time.

With that in mind, do what you all will with your shares---lock in profit, limit your losses, whatever. It ain't gonna be pretty for a while. Over 100 million shares traded in 2 days and the stock is down a ton. The tape says it all.

Good luck.



To: Daiju Kohno who wrote (100939)2/16/1999 6:32:00 PM
From: Chuzzlewit  Read Replies (5) | Respond to of 176387
 
Not true! First, Kumar was incorrect in his analysis of Dell's performance after the fact, when he claimed that Desktop sales were growing at less than industry rates. Second, the comments about Nile (at least from me) had more to do with the source of his data than the correctness of his forecasts. I still would like to know how he got the forecast so accurately.

CTC