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

To: Fred B. who wrote (121486)	4/30/1999 7:13:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Nicely Done. Fred B, You sir, have hit the nail right on the head,couldn't have said it better myself. Thanks for taking the time,much obliged.

To: Fred B. who wrote (121486)	4/30/1999 7:46:00 PM
From: Frank Ellis Morris	Respond to of 176387

Good Evening Fred and All, Enjoyed your comments. Tonight on the Nightly Business Report Paul Kangas had as his guest market monitor, David Elias of the Elias Capital Mangement Group. David is most bullish as is Abbey joseph Cohen. He recommends EMC, Merck and Dell Computer. He also said that if there is any significant pull back of several hundred points in the Dow that we should be buying aggresively. He does see the Dow at 11,500 by the year end. Personally if the Dow goes to 14,000 by the year end and the s+P and the Large Nasdaq techs do not follow then all those analysts and mo mo boys can take the Dow and shove up their you know what for they are just wasteing all our time and money. I think most of us will agree that the rotation of stocks by the mo mo boys into cylicals at the expense of technology and Health care is a bunch of bullshit and most of us are quite fed up with it. I think most of us will agree that our stock potfolios was much higher when the Dow was at 9800 then it is now with the dow being 1000 points higher. I am hoping that some smart ass will not try to down play Dell shortly before earnings by saying that computers are commodities and prices are falling affecting the future revenues of major boxmakers. Sometimes I would like to ring some of their f*k* necks as I loose patience with all the nonsense they are able to spread across the media. Yes indeed I am hoping that Dell will get a new fever of buying and also reports robust earnings. There are too many who are very cautious since the last couple of quarters. Many of us were spoiled by number far exceeding expectation or whisper. We will soon see. Have a good weekend Frank

To: Fred B. who wrote (121486)	4/30/1999 8:05:00 PM
From: Boplicity	Respond to of 176387

Fred, The issue is not what DELL did, it's what they are going to do. Greg

To: Fred B. who wrote (121486)	4/30/1999 8:49:00 PM
From: OLDTRADER	Respond to of 176387

RE:FRED/Great post-thanks very much-Long over two million shares in my client accounts-believe as you do the management will deliver -will be in Europe on the 18th-Keep the faith.Best wbm

To: Fred B. who wrote (121486)	5/1/1999 1:38:00 AM
From: GRANOLA	Respond to of 176387

FRED B: DITTO!! thanks for the synopsis. may i add to it that MD said that DELL is "firing on all cylinders" but that the growth rate will be less than 50%, which IMO was the big hint that it WILL be somewhere above 45%. If he would have said "above 45%" that would have added to the usual pre-earnings hype...and possible disappointment when dell didn't beat the whisper # by 3-4 cents. Now everyone will be thrilled if they MEET the whisper IMO, which is better for us shareholders. CREDIBILITY, as you pointed out, is CRUCIAL this quarter for dell...more than ever before...mgt knows this and will not violate shareholder trust...nor will they make the same sales mistake twice - IMO that problem was well understood, easily fixed, has been fixed and is history... if it hadn't been for cpq's ethical issues, dell's share price would be around 50 right now...all the negative industry hype has kept it down...but not for long IMO, which is why i have been accummulating more each time it dips below $41. cheers, GRANOLA