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


To: Lucretius who wrote (102180)2/17/1999 6:08:00 PM
From: TigerPaw  Read Replies (1) | Respond to of 176387
 
If you look at "investing", DELL was not a good investment if bought a year ago

Look at the bottom of your post. It has the 52 week range. The low was basicly a year ago. You don't know what a good investment is.
TP



To: Lucretius who wrote (102180)2/17/1999 6:15:00 PM
From: abraves  Read Replies (1) | Respond to of 176387
 
I'm getting confused what is the difference between making money and investing? I guess that's the point I was trying to make to MB, I would rather make money than be a good investor..... Your correct I am a moron when it comes to investing, I don't look at charts, PE's, or listen to the MM's, I go mainly by price performance.

Are you mainly worried about these high PE stocks losing 50%+(or more) of their value overnight ?



To: Lucretius who wrote (102180)2/17/1999 6:29:00 PM
From: SirVinny  Read Replies (1) | Respond to of 176387
 
Lucretius et al - You're using the wrong analogy.

Try this one instead:

You've had a delicious looking Strawberry Cheesecake sitting on your kitchen table. Every day you looked at the cake and said, "I'm NOT going to eat it because it's gonna SPOIL".

Eventually, the cake did spoil. Were you right? NO WAY JOSÉ , you just missed out on a delicious piece of cake.

The moral of the story is that all good things come to any end. In the last few months you missed out on a good thing

SirVinny



To: Lucretius who wrote (102180)2/17/1999 6:35:00 PM
From: Chuzzlewit  Read Replies (1) | Respond to of 176387
 
Lucretius, how much cash flow did a tulip bulb generate? How much cash flow does a troy ounce of gold generate? How much cash flow does a share of Dell stock generate?

The analogy doesn't work. Maybe the greater fool theory works, but gold still comes across worse than Dell shares in that analogy. Worse yet, valuation depends upon some pretty difficult assumptions. If you cited things like AMZN I would say you're right on. The company is in negative operating cash flow.

But the fact is that Dell produces goods at a profit, and that those goods are in high demand in a growing industry. And the goods are not used for trivial purposes, like adorning your fingers. They are used as necessary components for business operations (unless you think computer technology is a fad and we should go back to manual adding machines).

TTFN,
CTC



To: Lucretius who wrote (102180)2/17/1999 6:44:00 PM
From: Sonki  Read Replies (1) | Respond to of 176387
 
LT, r u still waiting for dell to be 35? did u cover ur shorts and shirt?



To: Lucretius who wrote (102180)2/17/1999 8:31:00 PM
From: Catcher  Respond to of 176387
 
Luc, i appreciate all the enthusiasm you have
for making money on dell. i am not married to
a stock any more than most on this thread. When
you provide new and compelling evidence for shorting
dell...along with the aggressive price-- i will consider it,
as i believe most on the thread will.

based on the time you devote to typing on this thread
i know you must have considerable data to share. i
know you will agree that if you could convince others to
short it will help you...however slightly. PLEASE
post your data Luc...thanks in advance