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

To: kemble s. matter who wrote (119773)	4/21/1999 10:09:00 PM
From: gary d.	Read Replies (2) \| Respond to of 176387

Hi, Kemble. Because of you, Mohan, Sig, Venkie, William B., Chuz, Freeus, Dorine, Greg, Edamo, (gosh this could go on forever) and countless other members of this fine thread, I am the proud owner of over 1100 shares of Dell. If I could I'd like to answer your question why so many investors seem reluctant to follow management's guidance. Look back to about 6 weeks ago when the former CEO of CPQ implied to the investment world that all is well with CPQ. I've never owned any CPQ, but have been victimized by believing similar statements with other stocks I have owned. You have such great trust in MSD, and I have seen the light and the truth in what he says, too. I like your investment style as it is like Dell sales model. It's simple on the surface, but very complex underneath. Thanks to all of you for your generous contributions to this thread. Without your support, I'm not sure I would still be holding when the good news comes out on May 18. Many thanks and regards, Gary.

To: kemble s. matter who wrote (119773)	4/21/1999 11:29:00 PM
From: Ex-INTCfan	Read Replies (3) \| Respond to of 176387

Kemble, you are right on. Back in B school, they preached a lot about efficient markets -- that you couldn't predict what would do well and what wouldn't. IMHO, it comes down to talent and character, and to some extent, honesty, as recent events have shown. Bet on the firms with the best management teams -- Dell, MSFT, et al, and stay away from the others. Then let the natural abilities of humans in the right place at the right time work their magic. Here's this guy, MD, several years my junior, and he's kicking butt, and he sees where he needs to go, and he goes there. That's all I need to know to feel good about my Dell investment. I do hope that CPQ shareholders will consider jumping on the Dell train for this leg of the trip. One of the things I BELIEVE from B school is the concept of sunk costs. It doesn't matter how much you have lost -- your investments should be based on where you can get the best return, and if that means switching horses, then so be it. All Aboard! INTCfan

To: kemble s. matter who wrote (119773)	4/22/1999 1:32:00 AM
From: powershred	Read Replies (1) \| Respond to of 176387

RE: ....why it is hard to follow... lol..ggg...because some of us think we have IQ higher than those who have ran great businesses!......that is why ANALysts still exists!

To: kemble s. matter who wrote (119773)	4/22/1999 6:08:00 AM
From: Dorine Essey	Read Replies (3) \| Respond to of 176387

Good morning Kemble, I found this on the IBM thread. Boy, are they confused. Dorine To: +J R KARY (5012 ) From: +Michael Collings Thursday, Apr 22 1999 1:19AM ET Reply # of 5016 In reality this boost in earnings may give many a selling opportunity. What many aren't seeing is the huge profit growth currently seen may end soon. Millions of companies have upgraded their systems recently to become y2k compliant and that surge will end soon. Stocks respond up to six months in advance to earnings slowdowns and the recent drop in stocks like Dell are probably linked to the likelihood of no earnings growth going forward six months. How many of your companies have upgraded their hardware in the last year and a half? I bet most. I know my company just bought over 800 Dell computers in the last year and we won't be buying again for a long time. It was all y2k instigated. The pros will be out long before a turn in earnings is evident. Remember that.