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

To: Chuzzlewit who wrote (104995)	2/25/1999 2:06:00 PM
From: my2boys	Read Replies (1) \| Respond to of 176387

<<I believe that investing is like buying a business yourself. And if many of us could develop that mindset we would be unconcerned with the daily market movements and would ignore the microanalysis of tick by tick trading.>> Geeze. Now what am I going to do with my time? ---closing the browser window to RTQs---- (80 7/8)

To: Chuzzlewit who wrote (104995)	2/25/1999 2:25:00 PM
From: stockman_scott	Respond to of 176387

<<And to be a successful investor you must learn to develop a long term visions. You need a vision that extends beyond the next earnings report and reaches out five or more years. I believe that investing is like buying a business yourself. And if many of us could develop that mindset we would be unconcerned with the daily market movements >> Chuzz: Those are wise comments. You sound like Warren Buffet today<ggg >. If I could only invest in one business, it would be DELL. I have never been more comfortable with the company as a LONG TERM investment. It is because I have confidence in DELL's management, its business model, its ability to innovate, its ability to execute, and its ability to maintain a strong "ownership culture." Michael Dell is a true visionary and has attracted, motivated and retained TOP TALENT. The DELL track record speaks for itself. IMHO, there are VERY FEW business franchises like DELL's. That is why I have chosen to commit 2/3 of my LONG TERM investment dollars to DELL stock. This decision has paid off and I am very comfortable with it. Yet, I will not take DELL's success for granted. I will monitor their performance and give them time to roll out major new growth initiatives. I feel the next five years will be great years of expansion for DELL. They are scaling their business model and leveraging the power of the internet in some very effective ways. I feel comfortable holding my DELL shares for the LONG TERM. It's an outstanding company to invest in and support. I'll leave you with a quote that is quite powerful: "DELL Computer....is perhaps the purest example of the efficiencies made possible by information technology." --New York Times Regards, Scott

To: Chuzzlewit who wrote (104995)	2/25/1999 2:27:00 PM
From: John Hauser	Read Replies (1) \| Respond to of 176387

Chuzz...you are one smart feline. (Not to mention you've got a nice shiny coat!) JH

To: Chuzzlewit who wrote (104995)	2/25/1999 3:16:00 PM
From: edamo	Respond to of 176387

chuz... re: future dell... i embrace your investment philosophy...it is a business, and the only valid reason to buy shares in a company is to own your own piece of the business....the majority of investors, be they the odd lot or an institutional type have lost sight of the basic premise. an analyst derides a company like dell, because it meets expectations, but does not exceed what someone perceived it should do...if i am michael dell, i revel in the fact that i'm growing still at near 40%(go ahead correct me with the finite number)...i look at my competition and see clearly that they all fail to meet my growth. i take pride in the fact that although i was not first as a "boxmaker", that i succeeded beyond those that were first...my name brand recognition is there with big blue...an achievement in itself...i've revolutionized the industry by utilizing manufacturing techniques foreign to the boxmakers...this is the type of business i want to own..i refuse to panic and sell to one who probably is more manic than i...i know the worth, the intrinsic value...and the only way i change my belief in the business, is if it constantly disappoints...i may not exit the burning theater with panic, as the first patrons, may regret it, get burned, but never fatal,...or be lucky enough, that from my balcony seat to see the usher stepping on the smoldering box of raisinettes, enjoy the show and perhaps move up to the box seats abandoned in the panic...cool heads reign in business and in investing... we are spoiled by high returns in this highly liquid market...the majority of "investors" couldn't exist thirty years ago, when the whole of the nyse traded 18m in a busy day...you had to wait months for a half point move...nasdaq was for penny stock...amex still as boring... liquidity drives the mania, and the liquidity will never end(my manic side speaking)...it will go to the large caps...for they are the haven...easy in, and more important easy out...for the "investor" dell has a bright future...not as a box maker, but a total entity..my feelings are they will go the way of cpq/dec....money to be made in solutions and service... WHAT IS THE GROWTH RATE OF IBM.....answer that question and you will see that even the most irrational of markets, sooner or later accept less than 50% growth and reward maintained, even if single digit growth...security is now, and will always be in the bluest of blue chips...and that is the evolution of dell...buy management, buy fundamentals...own a piece of the business! ed a.....p.s, threw in a few numbers, didn't want you to feel nary a digit to analyze!!!