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To: Techie who wrote (103202)2/19/1999 9:54:00 PM
From: Mohan Marette
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So the stock is down but it is not like it is the first time now is it?

The stock is where it was on Jan 15th,gave up a month's worth of gain,no big deal for some of us who have been in it for more than a month.

It is not my problem if you don't follow the company as well as some people on the thread,as for the quote they are all current none more than 10 days old.

Now when you get to the that single digit growth forecast you mentioned earlier in the post,let us know.I have a sneaky feeling Forrester Research have a different opinion than yours.

Redundant brainwashing,yeah that is a good one, don't think so,most of us are capable of making our own judgements around here without anybody feeding them 'bull or bear' and I suspect most around here have better than a 3rd grade education and can read.The last thing they will buy is my bull s%^t.

In other words we are grown men though it is hard to believe some times.<vbg>

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To: Mohan Marette who wrote (103218)2/19/1999 9:59:00 PM
From: russn
   of 176358
 
Git um Mohan. Dell will rise from it's gold leafed ashes.

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To: Mohan Marette who wrote (103218)2/19/1999 10:00:00 PM
From: Techie
   of 176358
 
>>>Now when you get to the that single digit growth forecast you mentioned earlier in the post,let us know.

SHOW ME a post from me that mentions a single digit growth!

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To: Techie who wrote (103220)2/19/1999 10:07:00 PM
From: Mohan Marette
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I was referring to this,nothing too serious just a snide remark really from my part.Geez don't take everything so seriously.

exchange2000.com

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To: edamo who wrote (101625)2/19/1999 10:11:00 PM
From: Richard Gibbons
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This is a pretty good argument, edamo. It makes a lot of sense to me. I guess that the main point of contention would be the extent to which a manufacturing business model can cause differentiation to a business. It would be curious if a business model would make a huge advantage over the long term, yet Dell's advantage seems to have been huge, over a fairly long time period. I would think that if there was a huge advantage, everyone would be forced to copy it or die, so the huge advantage wouldn't last. I could see a small advantage lasting, since small advantages aren't so obvious or easy to copy.

I'm going to have to think about this. Thanks for your response.

Richard

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To: freeus who wrote (103080)2/19/1999 10:15:00 PM
From: SirVinny
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reself fulfilling prophecy
Short term maybe.
Long term? Doubt what anyone says has any effect: only the growth and numbers has an influence on
stock price long term.
Freeus




FREEUS:

I AGREE, "opinions" can sway valuations in the short term, "facts" (ie actual numbers) will dictate the long term.

SirVinny

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To: J Krnjeu who wrote (103214)2/19/1999 10:16:00 PM
From: Uncle Frank
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>>What is selling out of the money covered calls ?

It means selling a call option on shares owned, and at a strike price higher than the current price of the underlying equity. Whew.

Frank

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To: Jock Hutchinson who wrote (103207)2/19/1999 10:23:00 PM
From: Lizzie Tudor
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Are you serious? I was once suspended from SI over a weekend after being reported by a complete loser on a coffee shop thread. That weekend Barrons happened to run a piece on a company that I am very familiar with. I wish people would stop bothering Bob with these petty squabbles. If you dont like Voltaire just dont read him.

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To: Gemini who wrote (103191)2/19/1999 10:32:00 PM
From: Lizzie Tudor
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I agree with you Gemini. OK, country stores look good now and only cost 600K. Nonetheless I don't think that's the way to go long term. Also, Dell doesn't do well with retail storefronts or non-direct channels. Does anyone remember that Dell tried a non-direct channel in 1992 or so? I didn't get the details - whether it was selling though Compusa or their own stores or what - but it was a complete disaster. I think country stores can be a diversion for the main business personally. JMO

Michelle

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To: Jim Bautch who wrote (103183)2/19/1999 10:36:00 PM
From: stockman_scott
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Tico / Jim: You said:

<< Take for instance Janus 20, I'm willing to bet Dell is not one of their top holdings, if at all, in the future.>>

I disagree with that prediction. The Janus 20 Fund Manager makes BIG bets on leading technology franchise stocks (like DELL, AOL, Microsoft, and Cisco). He is a LONG TERM investor and does not get out of a position completely when the waters get rough. In fact, he may have even bought more DELL. We will know soon. My gut feeling is that the Janus 20 Fund will continue to have DELL as one of their top positions and they will continue to OUTPERFORM the vast majority of large cap growth funds.

Some of us are LONG on DELL for the LONG RUN...!!!!!

Regards,

Scott

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