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: Jill who wrote (129601)	5/28/1999 11:12:00 AM
From: Frank Ellis Morris	Read Replies (1) \| Respond to of 176387

Yes your are probably right Jill. I really do not need to go over board to get my point across. I do hope that the staff at Dell does read post about its company on the internet threads particularly our posts at SI. BTW shareholders are the life blood of any public company. Some are more tactful at expressing concerns others carry more of a punch. In the end it is the overall reactions to the majority of the shareholders that win. >>The pc may get more adaptable (home servers, streaming video) but it will remain the hub of the wheel,<< I like that analogy. Have a great Weekend Frank

To: Jill who wrote (129601)	5/29/1999 2:19:00 PM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176387

Good morning Jill, I still believe that Dell must move into a business where its current business model can be extended. That means low inventory levels, rapid assembly and a commodity-type product. It also implies a product with R&D carried out by others, and useful to corporations. I am not sure what that product may be, but I am sure that Dell's brain trust is looking into this. Enterprise storage and servers are two examples that have the additional advantage of parlaying Dell's strength in the corporate PC market. Margin is a very dangerous tool. It is a two-edged sword, capable of enhancing returns in an up market, but also causing severe pain when markets turn south. I would avoid using margin, especially in a frothy market like this one. But then, I am not as much a gambler as others on this thread. ** OT ** My wife was discharged from the hospital on Tuesday, and is recovering rapidly. The pathology report was encouraging -- there was no sign of invasive cancer, so neither radiation treatment no chemotherapy is indicated. We take daily walks together, and have even gone on an extended shopping trip. She has asked me to extend her thanks to all who have inquired about her progress. TTFN, CTC