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: Chuzzlewit who wrote (129894)	5/30/1999 3:04:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 176387

Sorry to butt in . re: "acquisitions" If this happens the shares will probably take an initial hit -- remember, Wall Street is chronically myopic. It depends on the acquisition. So a blanket statement like you made would not be the correct way to look at an acquisition by DELL. Greg

To: Chuzzlewit who wrote (129894)	5/30/1999 5:29:00 PM
From: E. Davies	Read Replies (2) \| Respond to of 176387

Dell has amassed a huge cash position ($4 BB), and has broken with its past practice of aggressively repurchasing shares. Why? Why indeed. Has not selling DELL puts been a significant factor in generating the cash position? If Dell is starting to think that DELL is not the best place to invest DELL's cash, I wonder if we should start thinking that too. I guess then the question becomes who is the better investor- me & you or MD? He is a pretty sharp guy. 4 billion dollars is a lot of money. I assume they will be smart enough not to pull a Microsoft and start randomly buying pieces of many different things. Eric