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.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: JRI who wrote (49701)	3/4/1999 11:03:00 AM
From: wlheatmoon	Read Replies (1) \| Respond to of 132070

john, You are correct that there are many negative arguments against DELL. MD unloading his stake is just one of the many. If that's slinger turds, so be it. You must be the Bear Hunter. The Bear Hunter He spotted a small brown bear and shot it. There was then a tap on his shoulder, and he turned around to see a big black bear. The black bear said: "You've got two choices. I either maul you to death or we have rough sex." John decided to bend over. Even though he felt sore for two weeks, John soon recovered and vowed revenge. He headed out on another trip where he found the black bear and shot it. There was another tap on his shoulder. This time a huge grizzly bear stood right next to him. The grizzly said: "That was a huge mistake, John. You've got two choices. Either I maul you to death or we have REALLY rough sex." Again, John thought it was better to comply. Although he survived again, it would take several months before John finally recovered. Outraged he headed back to the woods, managed to track down the grizzly and shot it. He felt sweet revenge, but then there was a tap on his shoulder. He turned around to find a giant polar bear standing there. The polar bear said: "Admit it, John, you don't come here for the hunting, do you?"

To: JRI who wrote (49701)	3/4/1999 11:05:00 AM
From: Ramsey Su	Read Replies (3) \| Respond to of 132070

Lets forget DELL and IBM for a moment. This alliance should have severe impact on some of the competitors. SUNW, HWP and CPQ should be hit hard, GTW to a lessor extent. MSFT could be a huge loser, if this new alliance start developing a Linus platform. Just imagine the % cost of the OS as the total cost of PCs at all levels. Dumping Windows from a <$500 PC could exceed a 10% cost savings. Needless to say, the market never agrees with me. None of the above are taking a proportional hit today, some are even going up. Ramsey

To: JRI who wrote (49701)	3/4/1999 12:29:00 PM
From: Mama Bear	Read Replies (2) \| Respond to of 132070

"This just makes you guys look like s$#*-slingers, but I guess that is part of what you guys do (doesn't matter if there is any truth, as long as the stock goes down)... " Yeah, that the ticket. All short sellers do is pick on poor undervalued companies, and attempt to manipulate the price downward through lies and fabrication. That's a good investment strategy, yeah. They actually don't disagree with you on the stock you love. In private, they acknowledge it's a great company and so undervalued. But rather than go long, they sell, and hope there are enough gullible people who will believe them. That's the ticket, yeah. Barb