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

To: Frank Ellis Morris who wrote (111018)	3/23/1999 10:44:00 AM
From: KeepItSimple	Respond to of 176387

> trying to acquire the same shares that they are now selling. Keep telling yourself that, and buying the dips. All the way down to 30 and below. :)

To: Frank Ellis Morris who wrote (111018)	3/23/1999 10:52:00 AM
From: freeus	Read Replies (2) \| Respond to of 176387

Wise words Frank: I gave up on Intel after TWO YEARS of no stock appreciation. It has now gone up 50% from where I gave up and sold. Remember everyone: Buffet said you have to be able to see your favorite best stock go down 50% without flinching to see good gains eventually! Freeus, who is flinching anyway

To: Frank Ellis Morris who wrote (111018)	3/23/1999 11:00:00 AM
From: GRANOLA	Read Replies (4) \| Respond to of 176387

HI FRANK, my first word of advice is to ignore "KeepItSimple," as he shorted DELL yesterday and suddenly feels the compulsion to scare everyone he can into selling...afterall, he has to try to steal shares away from others since we know it is VERY UNLIKELY that 30 will ever be seen for dell. secondly, regarding your question about whether this is a buying opp or a futile effort to bail the "titanic,"...take a look at the market, the news, the hype over the past few months...the glass is half empty now when it comes to the pc business...BTW JOHN BURNHAM (BURNHAM ASSET MGT) WAS JUST INTERVIEWED ON CNBC AND HE SAID DELL IS A BUY HERE...AND "NOT TO WORRY" ABOUT DELL...the media has blown the negative PC industry hype WAY out of proportion. That I am sure of. Where DELL's share price goes in the short term while this hype lingers is anyone's guess, but i have learned to buy dell whenever this type of situation occurs because, as you pointed out, there is most likely to be good news soon that will reverse this trend AND FAST! For example, the early april analyst meeting. The other thing i want to mention is that there is a strong psychological resistance at dow 10K, and the hype surrounding this has also played into the mkt trending down...that too will pass and IMO the dow will shoot past 10K when everyone LEAST expects it to. so if you have $$$ in dell, i would recommend keeping it parked there and buying more if you are not on margin (i don't like to use margin). i wouldn't sell dell here...that would be robbery. one positive clue from dell or ibm about the future details of their 7 year deal and the stock will shoot up 5 points in a blink. regarding microsoft and aol...i would be cautious about aol because it is the same kind of hype that has dell down that is driving aol higher. it is due for a correction IMO, then buy. microsoft is a stock that i never sell. but i wouldn't buy it at these prices either. JMOs on these since you asked. you know as well as i do that dell is a volatile stock even in the best mkts, and here we are seeing it in an extremely negative mkt for "hi val" stocks(whatever that means when you hear the same analyst downing dell for being hi valuation and saying to buy yahoo!). note we haven't heard much of anything about interest rates in the past week...the hype has died down and the rates are fairly stable. we will get back to looking at dell fundamentals soon IMO, and remember that while there has been selling here, i keep seeing HUGE INSTITUTIONAL PURCHASES, like this morning at the open someone bought 100K shares. sorry for rambling. good to hear from you. cheers, GRANOLA

To: Frank Ellis Morris who wrote (111018)	3/23/1999 12:49:00 PM
From: edamo	Respond to of 176387

frank...re: "dell...action of the tape..."...AN ALLEGORY REDUX if you are a day trader...then watch the tape..if you are an investor, then consider the opportunity...if fundamentals haven't changed...then be a net buyer....i'll repeat my analogy to buying a home.. you look, research, and find a home that you like in a good neighborhood...you think it has value, you commit to buy...you fix it up, add to it...it appreciates... one day you hear there will be a mall constructed close by...your tranquil neighborhood in chaos from change...nothing wrong with your house...your neighbors sell..property values go down...you decide to sell...take a loss...find a property in a current appreciating tranquil neighborhood, much like you remember as yours was...you commit, but have less of a down payment and a larger mortgage...but you believe the appreciation in time will offset your move.. a year later you go back to your old neighborhood...the mall is complete...it didn't ruin property values...in fact the home that you loved and sold at a loss is now worth more than your new home... and you find out that a new mall is to be built..........? a bit trite the tale is....but isn't any major outlay of cash to be considered an investment....stocks are no different...try not to get into a buy high/sell low pattern...it could be fatal! good luck...ed a.

To: Frank Ellis Morris who wrote (111018)	3/23/1999 6:53:00 PM
From: Joseph Francis Torti	Read Replies (2) \| Respond to of 176387

Frank, I am one of though piece of shit mom and pop puter and the sucker is about 6 years old upgrading every time parts gets cheaper. My mother has a 233 meg Dell and got suckered paying a high price it dropped about two hundred dollars the next week after buying it. Plus this so called quality computer keyboard freezes up on me all the time. At least my before Christ machine key board never froze once. Your just a sucker for the name brand and you pay the price like a stupid teen who pay $150.00 for a Nike sneaker that just as good as a K-mart 12.88 sneaker.