Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Frank E W who wrote (121911)	5/3/1999 3:01:00 PM
From: ForeverDell	Respond to of 176387

Frank- I agree with your assessment of AAPL, but I thought we sort of had CULT following in DELL. OK, all you cult members with money on the sidelines, START BUYING! The cult leaders say it is time to BUY DELL. I would love to buy with you, but I got all my chips on the table.

To: Frank E W who wrote (121911)	5/3/1999 3:08:00 PM
From: stockman_scott	Read Replies (4) \| Respond to of 176387

Frank: Did you hear that joker from DLJ (the Chief Investment Officer) talk to investors on CNBC (in the last half hour)..?? He likes cyclical stocks, food stocks, oil service stocks, drug stocks and AMGN (a high performing biotech stock that is quite pricey). A viewer asked about DELL. The DLJ guru said it was expensive at current levels especially when you consider intensified competition in their markets. Pahleeese.....Who is creating the competition? Who has the business model to thrive? DLJ must have stakeholders that want cheap DELL shares. DLJ is the same firm that loves AOL, AMZN, and Doubleclick at current valuations. Are they speaking out of both sides of their mouths? Is DELL being held to a different standard? IMHO, this DLJ "guru" may have to change his tune after DELL's earnings come out. He seems to have very little credibility. He is sure not talking me into any food stocks <GG> !! DELL will prove they are the next DELL. Regards, Scott