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


To: Mohan Marette who wrote (124552)5/13/1999 8:37:00 PM
From: John Koligman  Read Replies (1) | Respond to of 176387
 
Hey Mohan - I can't debate you on that!!! <ggg>. We don't know how it will play out. Maybe I have been around too long, but when a company like Yahoo passes Boeing in market cap I'm pretty sure it's a mania and will not last. Time will tell...

Regards,
John



To: Mohan Marette who wrote (124552)5/13/1999 8:52:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 176387
 
Mo,

Normally I agree with what you post.

Not this time...

How the hell does he know only one or two 'nuts' will survive.

On his list of about 20, he's probably right. Only one or 2 will survive in something close to their current corporate structure. But the same could probably be said of almost any other group of 20 developing companies. There's nothing unique in this observation about the INuts.

Oh well,the hell with Lou,

Lou has got a 12-bagger out of IBM in less than 3 years. Now that's my kind of man. :-)

Besides, Dell is now like a coiled spring going into Tuesday's earnings. Just think how much extra buying power will be sitting there. The way things were looking this morning, we had to worry about the "sell on the news" crap.

Now there's a whole new fresh supply of buyers just waiting for a nice conference call to give them back their confidence.

JMHO,
Ian.