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

To: Boplicity who wrote (119078)	4/19/1999 10:55:00 PM
From: LWolf	Read Replies (2) \| Respond to of 176387

Gregory.... those are rather somber remarks ..... if anyone would have come out of the past few days oK, I thought you would.... so are you saying you've got some dry powder available for some great buying... ...but then how do we tell if we're at a bottom and we can buy.... A lot of these stocks have dropped past 50 day moving average and/or 40-50% reduction from highs... I can't believe we go to 200 day moving averages.... what a waste of the last 6mos of investing. I agree with the idea of where you invest... I can't imagine not investing in tech or net.... It's these or cash. I was thinking that the only time to be in the market is probably late November through early April... after that, one might as well close up shop... start the summer vacation early... golf... tennis... beaches..... no red/green blinking lights... no negative net changes....no concern for PE ratio, index averages, or CEO executions.... <G> laura

To: Boplicity who wrote (119078)	4/19/1999 11:02:00 PM
From: Ian@SI	Respond to of 176387

Just finished listening to Dan Niles whine his way through the Wall Street Radio interview. He really could use some speech lessons. His message sounds a lot like, "Compaq blew it again. They've blown it before. So they have experience fixing their messes. Besides Rosen is a smart man [So smart he put and kept 5fer in place to screw up CPQ again], he knows how to fix things fast." Niles message on Dell is, "Dell is solely a PC company. They don't have all these other distractions to cause them to lose focus. [or as Peter Lynch would point out, No Di-worse-ification!]" Niles totally ignores Dell's track record for consistent industry leading growth; continuous innovation leaving the other boxmakers further in Dell's dust; and the fact that Dell tends to deliver the promised earnings consistently. Oh well, he is a sell side analyst. We shouldn't expect him to confuse himself with any facts before downgrading / upgrading companies. What a disgrace to BBRS. FWIW, Ian.