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To: russn who wrote (43)2/20/1999 1:09:00 PM
From: Jeffrey L. Henken  Read Replies (1) | Respond to of 2662
 
Here is a comment for you on Dell. You are probably making a great buy simply based on the overall negative sentiment. Everything I read suggest that Dell is still firing on all cylinders. I wouldn't stay with it forever because computers are becoming commodities but even commodity manufactures see upswings with every time the market cycle turns.

I wish for instance that I had bought MU stock every time the local Boise paper printed a negative article on the company during the last few years. Conversely every time the paper has had front page news about how great the company was doing investors should have unloaded.

I won't be joining you in an investment in Dell but I sure wouldn't want to compare any of the stocks I own to the performance of DELL the last few years either.

Good luck, Jeff



To: russn who wrote (43)2/20/1999 4:52:00 PM
From: Bruce Denney  Respond to of 2662
 
russn...fyi...Dell
If you are concerned about your position w/dell then
check out today's Barron's...pretty favorable article
on dell at least should give you a chance to review your
thoughts on a long or short. At least it looks as though
in the morning you could get out ahead...jmo.
BD



To: russn who wrote (43)2/20/1999 9:03:00 PM
From: Don Vito  Respond to of 2662
 
Don't sweat- Dell is the next Dell