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: Boplicity who wrote (105757)	2/28/1999 4:37:00 PM
From: Michael Kucera	Read Replies (3) \| Respond to of 176387

If you sell DELL and keep the money in a money market fund earning 5.5% will that be enough for you? assuming low interest rates and low inflation where else are you going to find above-average returns besides the large-cap tech stocks? I don't think most investors will be happy with 5.5% given these good economic conditions and HIGH level of profits that MSFT, DELL, INTC, CSCO etc. have shown us. just my opinion---i could be wrong. -Mike

To: Boplicity who wrote (105757)	2/28/1999 4:46:00 PM
From: Catcher	Read Replies (1) \| Respond to of 176387

agree 100% if last q revenue was a blip, we are in for tremendous upward spike. situation is tho, absent guidance from dell in next 2 months (unlikely) stock can't benefit from return to 50% growth till next quarter's earnings release. question is what to do with $s till then. i sold 60% of dell holdings & have planted it in aol & msft--figuring those 2 outperform dell in next 2 months. m dell said rev shortfall was due in part to commercial sales late in quarter. kind of wish he'd stayed silent since that is now built into expectations. irony is I do think we will be looking at better than anticipated revenues next earnings release...problem is analysts whose opinions count for something (to some) don't publicly share this view. intc & particularly msft (guts inside boxes) blew out last q. i can see weakies like cpq & gtwy floundering... but unless we see computer sales stumble (don't think so) SOMEDODY must be selling them