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


To: Jim (Hijacked) who wrote (115999)4/10/1999 1:55:00 PM
From: Kenneth M. Koff, CPCU  Respond to of 176387
 
get a life!



To: Jim (Hijacked) who wrote (115999)4/10/1999 2:01:00 PM
From: Mohan Marette  Read Replies (1) | Respond to of 176387
 
Pray tell what other secrets are you keeping from us naive folks?<eom>



To: Jim (Hijacked) who wrote (115999)4/10/1999 2:04:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 176387
 
Industry Specific, not just Company Specific.

INTC reports on Tuesday. By Wednesday, all will know you're full of it.

Dell days are over. Party's over. No more killer software that requires high end PCs.

Sounds like the patent office official who, in the late 1800s, stated that "Everything that could be worthwhile, has already been invented".

... or Bill Gates, "Who might need more than 640K?"

... or Thomas Watson, "There's a worldwide requirement for less than 10 computers"

and now we have "JIM" saying The end of technology has come. LOL

Unfortunately for dell, pe is too high to support the price. Growth slowing fast. MD
cashing out. The writing is on the wall.


We've already seen that DELL's P/E is less than its growth rate, is less than the Market multiple (MS High tech index), and that its growth rate is well in excess of the market's.

Please continue to short DELL, Jim. We can use all the mindless turkeys that are willing to lose their shirts. Hope it doesn't take you too long to realize that your head's in a very dark place. One could suffocate under the pressure as Dell proves you wrong, again, and again, and again, and ... <vbg>



To: Jim (Hijacked) who wrote (115999)4/10/1999 2:34:00 PM
From: BGR  Respond to of 176387
 
Jim,

My dear fellow, think PC based servers that are integrated database, web application and business-to-business eCommerce servers. Also think PC based storage to support the servers.

Don't think desktop. Thin client will kill that segment, sure. But will enhance the fat server/storage.

-BGR.



To: Jim (Hijacked) who wrote (115999)4/10/1999 6:39:00 PM
From: Reilly Diefenbach  Respond to of 176387
 
Jim, Getting out of Dell now would be about as smart as trading out of Dell and into Iomega as you advocated last November. Regards, Stephen