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

To: Walcalla who wrote (126387)	5/18/1999 8:12:00 PM
From: david jung	Respond to of 176387

Conference Call for Dell: dell.com David freeyellow.com

To: Walcalla who wrote (126387)	5/18/1999 8:34:00 PM
From: John	Read Replies (1) \| Respond to of 176387

> What do you mean " Dell isn't growing" Which word did you fail to understand??? If you want to be coy about this then, yeah, "OFFICIALLY, DELL GREW BIG TIME!!!!" Shout it to the world for the good it'll do. Of course, I meant Dell's stock price isn't growing. > I think all of these sellers of Dell have not been in Dell to long, > and they all thought they would get rich overnight. Yeah, I'll be the first to admit I bought Dell because I thought it had some good growth potential and I'd make some money. Shame on me. I wanted to hold Dell for a long time, like 5 or more years. But Dell hasn't earned me one paper dime since I bought in a few months ago. I thought I'd see some measure of growth, ANYTHING, by now. I bought Dell in the middle 40s, and have diligently averaged down to the lower 40s on every dip. We've experienced "sideways trading" ever since, with no relief in sight. Dell's a good stock, but the fact of the matter is that there are some great stocks out there waiting to happen and growing now. Not next quarter. Not next year! Right now! It is very unfortunate, but Dell has earned the ire of MANY analysts and "streetwise pundits." You know, "How dare they fail to grow at 50% and beat expectations every quarter," and all that jazz. It's lunacy! You know it and I know it, but guess what? It doesn't matter. That's the way the game is played, my friend. CPQ may not be such a bad investment after all. I'm being facetious, of course, but it wouldn't surprise me to see the balance swing in their favor, especially with the backing of their analyst buddies and media pundits. Different note: I caught a glimpse of a little hypocrisy in the thread this evening. I came in a few months back, announced I was going long on Dell, proceeded to ask a hypothetical question about dilution, and was subsequently read the riot act. Today, I see those same people pondering the same general question that I asked regarding to what extent dilution is affecting this stock. We still have failed to qualify and quantify the degree to which dilution is hindering the appreciation of Dell's stock price. It would seem their buy back isn't quite as aggressive as it needs to be, especially considering the amount of non-working capital they have at their disposal. It's also puzzling to me that this issue was not addressed during the conference call. Please correct me if I'm wrong and the buy back program was addressed, beyond Meredith just mentioning their present status with regards to the currently instituted repurchase plan. I still may hold Dell, but I am teetering on the brink. Dell is a solid company, with solid fundamentals, and a balance sheet that 99 out of 100 companies would kill for, but if the street gives them the thumbs down, blah blah blah... I just don't understand what the street wants from them. Have fun! :-) Ciao, John in Iceland Heh! I'll cool off tomorrow...