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: SecularBull who wrote (105034)	2/25/1999 3:16:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

LOD, I appreciate your remarks, and it is always wise to diversify. I found this tidbit very interesting from the Merrill report: He [Steve Milunovich] said PC industry revenue growth has slowed to 3-5 percent per year -- due largely to falling computer prices -- but market researchers are forecasting an acceleration to double-digit growth over the next several years. I wonder whether folks on the Michael Burke thread have seen this. First it claims that revenue growth has been in the 3 - 5% range -- not the negative growth repeatedly floated by Burke and his acolytes. Second, it is predicting a reacceleration of revenue growth to double digits. This looks like a pretty bullish perspective to me. TTFN, CTC

To: SecularBull who wrote (105034)	2/25/1999 3:55:00 PM
From: stock bull	Read Replies (3) \| Respond to of 176387

LoD, you are doing the right thing. I always used an asset allocation model for my portfolio, and, as such, have a diversified portfolio. IMO, anyone putting all their eggs in one basket is asking for "trouble". I sold my Dell holdings just before the earnings announcement. Why? My "gut" told me to sell. Since the stock's fall, I have been trading the stock. IMO, the stock will trade in a tight range this quarter and not make a significant upward move until Dell demonstrates that the company can resume its 50% growth. However, I would not be surprised to see the stock sell-off another 10 to 20 points. Stock Bull