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

To: Venkie who wrote (131148)	6/4/1999 6:22:00 PM
From: arthur pritchard	Read Replies (2) \| Respond to of 176387

donnie: if this sits here for 90 days, how are you going to feel? pm is coming...everything is relative...this stock is OUT of favor, and i think many here unerestimate what it may take to get it back in favor...i have been saying, that the stock has huge positions, in too few hands, and that there would be months of funk while it is redistributed...rest will be in a pm....ed and rude have been giving valid thoughts about stagnation...as traders, we can make more money elsewhere...my pm will address your concern about 31 days.... besides, you know damn well, that this stock is permanently wounded, big time...IN SPITE of the fact that it is one of the best manages companies in the world...the rest i can't say in public...

To: Venkie who wrote (131148)	6/4/1999 7:01:00 PM
From: stockman_scott	Respond to of 176387

<<.patience is a good thing sometimes>> Venkie: I totally agree. It's difficult for all of us at times. When I was doing some online trading in my IRA I was fortunate to make over 100% on EPAY and XCIT. Yet, I could have have even done better if I was patient. Of course, most of the time I am an investor. It is true that DELL and NETP have temporarily fallen out of favor. Yet, I WILL NOT cut my remaining shares of these stocks loose. It has to do with the firm's management, the underlying fundamentals, the growth prospects and my time horizon. In fact with my investing in Net Perceptions (NETP) I have become like Kemble. IMHO, it is a significantly undervalued internet pioneer. As it has sold off I have added to my position. I sleep very well at night and do not have a lot on margin. It's important for me to keep a big cushion and maintain A LOT of buying power -- for weeks like this.<GG>... I feel that DELL and the much younger NETP could rebound sooner than many investors expect. I believe in these companies and their bright future prospects. I'm holding all of my remaining shares. Have a Good Weekend. Best Regards, Scott