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

To: ForeverDell who wrote (126083)	5/18/1999 4:39:00 PM
From: mark nickolas	Read Replies (3) \| Respond to of 176387

Unfortunately, some of you are missing the point. 45% growth is amazing and no one is saying it's not. The problem is that everyone bids up this stock expecting Dell to crush the estimate. MANY people here were predicting ridiculous earnings of .20 and .23. It's that sort of expectation that causes these stocks to fly, only to come crashing down when it merely matches expectations. I have more than a dozen May 45 calls and am not thrilled myself, but stop acting like you don't understand this and look into the mirror if you want to find someone to blame. Dell did great, we got greedy - unless you're long and are staying for a while...congrats to those.

To: ForeverDell who wrote (126083)	5/18/1999 4:51:00 PM
From: David Harker	Respond to of 176387

>If ANY of the money managers who criticize DELL can show me >their 40% plus gains in a year, I will be happy to listen. I agree entirely - who the $%#$^$# do they think they are, they have never run a business, never done anything that even compares to 1% of what M. Dell has done, yet they sit on the sidelines snipping here and there, trying to find microscopic details that might be wrong. Dell is a financial MACHINE, generating tons of CASH from operations, ROIC of 189%, Rev/netInc/operatingInc/EPS all up 40-45%, etc. Whatever. I'm glad I own a bunch of Dell, even if the stock "only" grows at the rate of underlying profit growth (ie, 40-45%) - that's not a bad annual return...