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

To: lrrp who wrote (116297)	4/12/1999 12:39:00 AM
From: Ian@SI	Respond to of 176387

lrrp, First, I'm very new to DELL ownership -- less than 2 months with the stock. After factoring in the PUTs I sold, then bought back, my cost basis is $32 post split. For a more fact based answer, send a request to Chuzzlewitt or any of the other frequent posters on this thread. Among those that I tend to trust are Chuz, Mohan, Sig, John Rosser and several others. I think the Dell story has just started. The ideal time to pick it up is now that there's quite a few institutions that fear the Dell story is about to end. As Laszlo Birinyi said, [Paraphrased] "I've seen this movie 23 times before during the last 9 years. I already know the ending." Dell is growing in every way a company can. Increased share of its served markets Increased markets geographically Increased products (from Storage to $1000PCs to Gigabuys.com to ...) Increased customer - market slices from high end enterprise to low end consumer. I believe that magnitude of earnings growth is as important as margin. I further believe that ROIC is more important than margin. I fully expect DELL to continue to kick ass; to continue to grow both earnings and revenues faster than the sector by a wide margin; to continue to shock with its outstanding ROIC; and to significantly outperform the major indices (stock price). I may be wrong. I've been wrong before. I'll be wrong again. But I'm quite optimistic that Dell will be a big winner, short, medium and very long term. JHMO, FWIW, Ian.