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

To: edamo who wrote (110698)	3/22/1999 1:37:00 PM
From: stockman_scott	Respond to of 176387

edamo: Your comments make too much sense <ggg>.. Regards, Scott

To: edamo who wrote (110698)	3/22/1999 1:41:00 PM
From: PAL	Read Replies (2) \| Respond to of 176387

didn't drown on 10/28/97, survived 10/8/98 when dell gapped down 22 on the open...can you seriously think today is worse than those days...bought at 43 pre split on 10/8/97...now 21.5 post split Have you bought more since then? I know some people on this thread hav bought at 105+ (presplit), so that their outlook for Dell is quite different from those who got Dell a long time ago. Dell is barely even from end of last year. For those who bought at the high, the stock has to move almost 50% from current level just to break even. These facts are of course in the mind of mutual fund managers. You said that you would be happy for a return of about 20%/year. To achieve 50% returns on Dell from current level, how long do you it will take? I can understnad those who sell Dell at this low price. May be they are wrong, but we said that to those who sold Dell at 44, did not we? The point of this post is that: We can repeat how good Dell is. However, we are selling to outselves. The market does not view it that way as it is reflected by the stock price. At the rate we are going Dell stock might be selling less than CPQ. Scary isn't it? Paul

To: edamo who wrote (110698)	3/22/1999 1:45:00 PM
From: Zeem	Respond to of 176387

edamo - We both know your right. The chart doesn't look that bad on a longer (>2) year perspective. However; there are just too many other (better) opportunities out there right now (YHOO, MSFT, AOL, EBAY, Merck, WMT, AMZN etc). I have sat way to heavy in Dell (accumulation since early 95). Time to shed some before it hits 29 of something ignorant. Best Luck!

To: edamo who wrote (110698)	3/22/1999 1:54:00 PM
From: Bretsky	Read Replies (2) \| Respond to of 176387

THREAD Good day everyone. Just began looking at market today. Is there a solid reason for DELL's price dropping today, or just another buying opportunity for the smart ones ???

To: edamo who wrote (110698)	3/22/1999 2:32:00 PM
From: stockman_scott	Read Replies (3) \| Respond to of 176387

edamo: It's interesting that CNBC forgets to mention any Merrill Lynch comments on DELL. Where is the balance in the reporting? I feel that Michael Dell should go on CNBC or have a press conference to set the record straight. I do not think that the company is in a quiet period. In this market you either define your company and its future or others will do it for you. I would like to see DELL be more proactive with their PR. Just some thoughts. BTW, at these bargain basement prices, I am actually thinking about buying more DELL on margin <ggg>... Regards, Scott