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: Boplicity who wrote (123446)	5/9/1999 10:36:00 PM
From: taxman	Read Replies (1) \| Respond to of 176387

Subject: THE BULL MARKET REPORT WEEKLY, May 9, 1999 $$$$$ DELL SAYS PC BUSINESS STRONG DELL COMPUTER Chairman Michael Dell said the personal computer and server markets are very healthy and the Internet was a major growth engine for Dell itself, helping it to cut costs and drive revenues higher. He said that the PC market and server markets continue to grow at rapid rates as an increasing number of Dell customers are buying computers online, while the company is using the Internet to provide support to them. COMMENT: And you thought Dell was in the doldrums. If you don't have enough Dell, call your broker on Monday and get some. The stock closed at $40 on Friday, down almost 30% from its all time high of $55. regards

To: Boplicity who wrote (123446)	5/9/1999 10:47:00 PM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176387

Greg wrote, "I see DELL having to grow into it's current valuation, before the DELL train gets moving again." Hard numbers from Dell after the close on May 18 will be the proof for the hoards of Dell spectators to jump on the investment field. I am in the camp that thinks Dell's numbers will be too good to believe, so I don't believe it until I see it. On the other hand, my reserved expectations are moot because I am ready to watch the May 19 scramble. Mike

To: Boplicity who wrote (123446)	5/9/1999 11:30:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 176387

re: IBM, fwiw the hardware-centric IBM pricing model makes much more sense to me today than it did 5 years ago. Since enterprise software is a boom and bust 8-year cycle purchase, hardware provides a way to even out the revenues a little. Msft will discover this when they really move into enterprise. Sorry for the diversion, just a comment