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

To: Chuzzlewit who wrote (113299)	3/29/1999 7:24:00 PM
From: hdl	Read Replies (2) \| Respond to of 176387

i tried to short amazon. i couldn't get any to short the few times i tried. i would have done even worse shorting amazon, than i did shorting dell. i thought amazon was a better short-it doesn't make money-dell is a real company with real profits-at least the way they account for stock options

To: Chuzzlewit who wrote (113299)	3/29/1999 7:35:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Paul: I am sure someone has contacted FORBES regarding the apparent misleading statements they have made about DELL and their option plays,most likely Dell or some concerned investors. I thought you might be one of the concerned investors who sent them an email.

To: Chuzzlewit who wrote (113299)	3/29/1999 7:49:00 PM
From: Bretsky	Respond to of 176387

Chuz, I hope you are on track with AMZN. I sold all shares at $100 or so a couple months ago and now the dam thing's already around 150 on me.

To: Chuzzlewit who wrote (113299)	3/29/1999 9:35:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

chuz....to the point...as usual... read your analysis of e-commerce issues, cash flow versus profit...how can anyone with a modicom of real life business experience put so much emphasis on revenue growth?...i become frustrated with the prevailing belief that a company can grow into its incredibly inflated expectations...dell is hammered for a short fall in perceived revenues..shown utter disdain for it refuses to meet the challenge of sub 1k pcs, which generate little or no profits...but yet any of the internet commerce companies are rewarded for less than expected losses...what you describe is not theory but realty...look to the near past, when saudi arabia entered a phase of deficit spending..slowing down programmed purchases of equipment and supplies...quite a few 100m oil service firms folded their tents as they discovered they could no longer survive on 2% trade cash discounts and prox terms when revenues went flat, let alone decreased...it is a ponzi scheme...and as always you nailed it in a concise fashion...the perversity that i see is the ability of an corporation operating at a loss, buying another corporation operating a loss with overinflated stock...at what point do the lenders and the irs not allow year after year, ever increasing losses to continue? thanks my friend, as always, ed a.