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

To: stockman_scott who wrote (129806)	5/29/1999 9:13:00 AM
From: Sig	Read Replies (2) \| Respond to of 176387

Greatly appreciate your posts and the time you have taken to make them clear. Dell one of the most fundamentally sound companies in existence and the investing public will soon re-awaken to that fact. Like many Dell bulls who are mostly "into" Dell, I have seen my portfolio take a major and painful hit of roughly 50% off its high in Jan. It has done that nearly every year, and in fact has been worse on a few occasions. And each time it happens one has to ponder the question - should I have sold at the last high ?? And how is one to know when the high occurs? And since it occurs several times each year does that not make one a trader who needs a great sense of timing? Assuming I had been smart or lucky enough to get out in Jan at an average of ~$50, my tax liability would be in the vicinity of 33% and allowing 1% transaction fees I would now BREAK EVEN even if I could buy the stock back at $32 1/2. Another argument may be that one could put the money to work in another monster stock and make significant gains in the meantime and those with experience and confidence would do well to do that. However this writer is not the worlds greatest stock trader and the money would still be at risk, with possible further losses. Dell is not 'all that bad' a stock to own.(hehe). I recall that CAT lost ~$12/sh one year- it took three years of earnings to make back that loss. And car companies can have some very bad years-or even decades C?. NOC too. Monday possibly Rambus. I'm with Chuzz on this- a company that consistantly grows sales and earnings over 40% a year is indeed a rare bird not to be missed. All I need now is a correspondence course titled "How to Develop Patience In 3 Days Or Less"- and starting Monday morning. This Tennessee article is well worth looking at and revisiting in detail....... dell.com <<< 1000 employees by year end>>>> now only 7 months left <<< Manufacture desktops>>> Well what do you know, their present plants can't keep up with demand <<< Not going to wait for construction to start, will lease space in Lebanon>>> a bit impatient here, must be demand for product <<< Home and small business is fastest growing>>> The ^&LL you say, I thought laptops and servers were the fastest has Mikie done it again in another new arena? <<< Local recruiting>> Admittedly Austin is so busy there are no employees to spare. Slowing demand for PC's indeed - what a crock. I assume the analysts keep a shared crock of BS around to spread around when they want to tank a stock.

To: stockman_scott who wrote (129806)	5/29/1999 9:24:00 AM
From: Mike Allen	Read Replies (1) \| Respond to of 176387

To thread: Has Dell sent out the stockholder's annual report and proxy info yet? I was thinking that I had received it by this time last year. Also, I think that Dell will have a string of positive new announcements soon. They are more than likely sitting on some good stuff, but it would make more sense to release it several days in a row to get the stock up and hold it there. Just wait and see. It may not be as easy to remain faithful to Dell for those of you who may be down on your stock purchase as those of us who are big winners. But one day Dell will drop to $55 a share. Yes, it will one day be well above it's all time closing high. These guys are on the ball more than any other company. Good luck all. Mike.