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

To: Frank Ellis Morris who wrote (100984)	2/16/1999 6:51:00 PM
From: Ashley Campbell	Read Replies (1) \| Respond to of 176387

Frank, I own both DELL and CPQ. 1 year: Dell @ 200 (not split adjusted) CPQ @ 45 3 yr: Dell @ 600 CPQ @ 46 5 yr: Dell @ 1000 CPQ @ 47 I'll be out of CPQ long before this. I believe MD when they say they're kicking butt! -ac

To: Frank Ellis Morris who wrote (100984)	2/16/1999 6:54:00 PM
From: BGR	Respond to of 176387

Frank, I always expect the share price to go up at the same rate as LT earnings growth. I have to redo my DELL model sometime over this week. Perhaps 50% would be a fair number. I like TM's projection of more than 50% revenues coming from high margin end soon. If TM delivers like he did on internet sells and inventory turnovers, that will be great. I may buy some tomorrow. -BGR.

To: Frank Ellis Morris who wrote (100984)	2/16/1999 7:00:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Frank, you said It takes courage to be a buyer and holder during times like these Not really. All it takes is patience and a certain amount of foresight. For example, I bought CSCC at around $26. It became ASND (post merger) and my cost basis was up to $37. I saw that plummet to the low 20's on disappointing earnings and I bought more because I knew I was buying into good technology. It traded up around $90 recently when the merger with LU was announced. My holding period rate of return is currently around 80% per annum. So what's wrong with Dell? Their sales came in a few per cent light! There is nothing in the fundamentals that indicates anything other than a temporary bump on the road. Life is too short to agonize over this. Moral: stop trading and start investing. Hold for the long term. CTC