SI
SI
discoversearch

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: stockman_scott who wrote (129067)5/26/1999 7:45:00 PM
From: Frank Ellis Morris  Read Replies (3) | Respond to of 176387
 
Scott,

I had no idea that WB Michaels was holding such an enormous block of Dell shares. Yes I cannot begun to compete with that. If this is true I admire his courage over the last week and at any time when it looks like the sky is falling for Dell.

Best Wishes
Frank



To: stockman_scott who wrote (129067)5/26/1999 7:49:00 PM
From: Michael G. Potter  Read Replies (1) | Respond to of 176387
 
It is remarkable that there is so much short term focus here. If I thouhgt that Dell's management was becoming diven by the day to day stocks changes instead of executing their plan well, then I would sell.

All I see here is momentum changes as the reality of the company the size of Dell growing at 50% plus sinks in.

This is an excellent company with long term growth prospects.

many tech stocks go through periods where they drift down or go sideways. I think that you will mkae more in the long term through buying and holding great companies than obsessing about the short term.

I've owned 3dfx (tdfx) for a while. It also has gone up and down. The up moves have been very quick and they would have been very hard to time. I'm doing well there because I've stuck to my dewcision and I'm doing ok in Dell for the same reason.

Michael