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 (101585)	2/17/1999 8:39:00 AM
From: JRI	Read Replies (1) \| Respond to of 176387

Jock...too much to respond to in your post..I'll just throw out one: <Profits will grow, at best, 30% y-o-y going forward>..Show me some statistical basis for this Jock...Quit exaggerating for effect!

To: Jock Hutchinson who wrote (101585)	2/17/1999 9:34:00 AM
From: Annika	Respond to of 176387

Jock: If you want more on DEll, Take a look at this page: kittalk.com This guy is cool, have followed him for about a year. Highly respected marketwatcher I own some dell myself but sold 25% of hold recently to increase in Technor "tnor" technorinc.com Technor covers a new rapidly growing market. Mobilephonepositioning. They released some promising news today.

To: Jock Hutchinson who wrote (101585)	2/17/1999 10:16:00 AM
From: Venkie	Respond to of 176387

To: VENKIE (99578 ) From: Jock Hutchinson Wednesday, Feb 17 1999 8:27AM ET Reply # of 101702 Enjoy yourself here on the thread for your short stay should end tomorrow. The usual stay for the bear blowoffs are 1-2 wks..Then its put the ole tail between the legs and runoff.without even a goodbye Hey Donnie, I am still here, and it would appear that there are now a lot better opportunities to make money than a company whose profits may at best grow 30 percent year over year going forward. At best, that would dictate a 12 month target of 75. Doesn't look to me like DELL stock is a big money maker going forward. Worse yet is the prospect that DELL be traded at a reasonable multiple of 30, which means a price of $60.00. In other words, it looks to me like you are working on a near 45% haircut over its recent highs. Even more ominous is the fact that this recent shortfall came almost exclusively in the last month. That bodes very poorly for the future. What does our boy Venkie say in response to the significantly declining rate of sales, the increased Internet competition, the prospect (nee almost certainty) of increasing component prices, and the stock price whose technicals are broken? So now cow poke, who is going to put his tail between his legs and runoff without even a goodbye? Next Previous \| Previous \| Next \| Respond \| View 2 replies to this message Quotes - 100-Day Chart - News - Profile - Earnings - Discussion - Computers ..From The Venkster. Looks to me like a trim up cut..i am a buyer my friend and a trader..I have made a shit load already..Excuse me but do you have any dell below 80 I can buy..You shoulda woulda coulda covered...You may get the other cut not the super cut

To: Jock Hutchinson who wrote (101585)	2/18/1999 12:31:00 AM
From: Chuzzlewit	Respond to of 176387

Jock, I just wanted to take this opportunity to ask you to hang around. You are the most knowledgeable and articulate of bears to appear on this thread, and I for one appreciate your comments. Of course, it goes without saying that you are totally wrong about Dell <VBG -- just kidding>. Sometimes we, on this thread get a bit too caught up with what some of us view as the inevitability of Dell being the largest cap company in the US, so we do need some reality checks. So don't be put off by clowns like gc. Please stick around. TTFN, CTC