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

To: KM who wrote (102470)	2/18/1999 7:54:00 AM
From: Al Cano	Respond to of 176387

Smart company,Dell's buyback the right thing to do.

To: KM who wrote (102470)	2/18/1999 8:27:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

Routine posters here on the Dell SI thread are the smartest best informed collection of investors who have lived in the same house with Dell for years. No analyst can walk in the door, look around for ten minutes, and imply we should dump Dell at a time when its down about 30% of its recent high 17 days ago. With vastly improved sales of $22 billion year and improving margins and entry into even higher margin fields this is admittedly the best run company in America with a great future ahead of it. How many other companies have in place a buyback program of over 100MM shares even after years of buying back stock. Dont you wish you had shares in a company that sells over $5 bil/yr over the Web? This is a buying time not to be missed. If you dont believe me ask Kemble. Lets tell those pissant market manipulators their day is done for trashing Dell. Buy some Dell ,or at least dont sell Give LT and MB the boot and send them back to their caves. Sig ( his mark ^&*&^) How would you like this person to handle your long term investment ( or even your day-trades)? <<< So attractive, in fact, that we are upgrading the stock to a 'buy,' considering the stock has already pulled back 15% from $94 on Friday, when we downgraded the stock to a 'sell.' >>>

To: KM who wrote (102470)	2/18/1999 11:22:00 AM
From: PAL	Respond to of 176387

"Speaking only for myself, I am pleasantly surprised the stock is only down 8. I expected more pain. I also expect the company to be in repurchasing shares on Friday [after a 48-hour SEC blackout following earnings] and this will probably help stabilize the situation a little bit. I own a lot of Janus20. Scott Schoelzel is a disciple of Thomas Marsico who has Marsico Fund which in turns invests heavily in Dell. This is the first time I heard about 48-hour SEC blackout rule. With a lot of cash (did not MCD say that 75% of cash flow is used to buy back shares?), it is logical that the buy back will start tomorrow. Today is the last day to get Dell at blue light special!!